SEC 13F Intelligence

Key Client Fiduciary Advisors, LLC / MSFT

Key Client Fiduciary Advisors, LLC’s Microsoft Corp Position

Does Key Client Fiduciary Advisors, LLC own Microsoft Corp (MSFT)? Yes17.2K shares worth $6M (+1.85% of its 13F portfolio) as of Q2 2026, down from 17.3K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
17.2K
% of Portfolio
+1.85%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ3 ’23Q4 ’23: $9MQ1 ’24: $10MQ2 ’24: $11MQ2 ’24Q3 ’24: $10MQ4 ’24: $10MQ1 ’25: $6MQ1 ’25Q2 ’25: $8MQ3 ’25: $9MQ4 ’25: $8MQ4 ’25Q1 ’26: $6MQ2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.2K$6M+1.85%
Q1 202617.3K$6M+2.17%
Q4 202516.3K$8M+2.68%
Q3 202516.8K$9M+2.88%
Q2 202516.9K$8M+3.40%
Q1 202516.9K$6M+2.89%
Q4 202423.8K$10M+4.43%
Q3 202424.0K$10M+4.62%
Q2 202423.7K$11M+5.27%
Q1 202423.8K$10M+5.30%
Q4 202323.9K$9M+5.21%
Q3 202325.1K$8M+4.86%
Q2 202324.0K$8M+4.75%
Q1 202324.0K$7M+4.31%
Q4 202224.0K$6M+3.88%
Q3 202216.9K$4M+3.56%
Q2 202216.1K$4M+4.03%
Q1 202215.7K$5M+3.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Key Client Fiduciary Advisors, LLC’s full portfolio or all institutional holders of MSFT.