SEC 13F Intelligence

John G Ullman & Associates Inc / MSFT

John G Ullman & Associates Inc’s Microsoft Corp Position

Does John G Ullman & Associates Inc own Microsoft Corp (MSFT)? Yes29.0K shares worth $11M (+1.42% of its 13F portfolio) as of Q1 2026, down from 31.3K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
29.0K
% of Portfolio
+1.42%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $8,828Q4 ’22Q1 ’23: $10,345Q2 ’23: $12MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $14MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $15MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$11M+1.42%
Q4 202531.3K$15M+2.02%
Q3 202532.0K$17M+2.23%
Q2 202532.1K$16M+2.37%
Q1 202532.3K$12M+1.87%
Q4 202432.0K$13M+1.98%
Q3 202433.6K$14M+2.08%
Q2 202434.6K$15M+2.36%
Q1 202434.7K$15M+2.24%
Q4 202335.1K$13M+2.10%
Q3 202335.1K$11M+1.81%
Q2 202335.3K$12M+1.85%
Q1 202335.9K$10,345+1.61%
Q4 202236.8K$8,828+1.41%
Q3 202237.1K$9M+1.51%
Q2 202237.3K$10M+1.54%
Q1 202237.6K$12M+1.61%
Q4 202137.6K$13M+1.74%
Q3 202138.1K$11M+1.46%
Q2 202138.6K$10M+1.36%
Q1 202139.6K$9M+1.25%
Q4 202040.3K$9M+1.39%
Q3 202041.3K$9M+1.80%
Q2 202043.8K$9M+2.17%
Q1 202043.5K$7M+1.82%
Q4 201957.6K$9M+1.56%
Q3 201969.9K$10M+1.76%
Q2 201970.2K$9M+1.65%
Q1 201996.8K$11M+2.07%
Q4 201897.9K$10M+2.01%

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