SEC 13F Intelligence

Monarch Capital Management Inc / MSFT

Monarch Capital Management Inc’s Microsoft Corp Position

Does Monarch Capital Management Inc own Microsoft Corp (MSFT)? Yes — 48.0K shares worth $18M (+4.35% of its 13F portfolio) as of Q1 2026, down from 48.2K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
48.0K
% of Portfolio
+4.35%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $13MQ4 ’20: $14MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $20MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $16MQ2 ’23: $18MQ3 ’23: $17MQ4 ’23: $19MQ4 ’23Q1 ’24: $22MQ2 ’24: $23MQ3 ’24: $22MQ4 ’24: $21MQ4 ’24Q1 ’25: $19MQ2 ’25: $24MQ3 ’25: $25MQ4 ’25: $23MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.0K$18M+4.35%
Q4 202548.2K$23M+5.73%
Q3 202548.5K$25M+6.16%
Q2 202549.2K$24M+6.57%
Q1 202550.2K$19M+5.23%
Q4 202450.4K$21M+5.82%
Q3 202450.4K$22M+5.84%
Q2 202450.9K$23M+6.68%
Q1 202451.4K$22M+6.10%
Q4 202351.6K$19M+5.88%
Q3 202352.8K$17M+5.36%
Q2 202353.2K$18M+5.50%
Q1 202354.8K$16M+4.85%
Q4 202255.8K$13M+4.10%
Q3 202257.7K$13M+4.38%
Q2 202259.6K$15M+4.56%
Q1 202259.8K$18M+4.87%
Q4 202159.9K$20M+5.17%
Q3 202161.0K$17M+4.78%
Q2 202159.6K$16M+4.61%
Q1 202160.3K$14M+4.21%
Q4 202061.9K$14M+4.33%
Q3 202062.5K$13M+4.57%
Q2 202064.0K$13M+4.76%
Q1 202063.5K$10M+4.09%
Q4 201967.3K$11M+3.46%
Q3 201968.2K$9M+3.31%
Q2 201969.3K$9M+3.32%
Q1 201971.5K$8M+3.06%
Q4 201873.8K$7M+3.04%

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