SEC 13F Intelligence

Richards, Merrill & Peterson, Inc. / MSFT

Richards, Merrill & Peterson, Inc.’s Microsoft Corp Position

Does Richards, Merrill & Peterson, Inc. own Microsoft Corp (MSFT)? Yes — 31.7K shares worth $12M (+4.30% of its 13F portfolio) as of Q1 2026, up from 26.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
31.7K
% of Portfolio
+4.30%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.7K$12M+4.30%
Q4 202526.9K$13M+4.99%
Q3 202525.3K$13M+5.65%
Q2 202525.8K$13M+6.09%
Q1 202525.1K$9M+4.91%
Q4 202425.1K$11M+5.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richards, Merrill & Peterson, Inc.’s full portfolio or all institutional holders of MSFT.