SEC 13F Intelligence

Puzo Michael J / MSFT

Puzo Michael J’s Microsoft Corp Position

Does Puzo Michael J own Microsoft Corp (MSFT)? Yes — 38.0K shares worth $14M (+4.10% of its 13F portfolio) as of Q1 2026, up from 37.1K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
38.0K
% of Portfolio
+4.10%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ3 ’24: $17MQ4 ’24: $16MQ4 ’24Q1 ’25: $14MQ2 ’25: $18MQ3 ’25: $19MQ4 ’25: $18MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.0K$14M+4.10%
Q4 202537.1K$18M+4.89%
Q3 202537.0K$19M+5.22%
Q2 202537.1K$18M+5.25%
Q1 202538.6K$14M+4.15%
Q4 202438.2K$16M+4.50%
Q3 202439.5K$17M+4.44%
Q2 202439.5K$18M+4.89%
Q1 202440.0K$17M+4.66%
Q4 202338.5K$14M+4.60%
Q3 202338.5K$12M+4.13%
Q2 202338.9K$13M+4.19%
Q1 202340.3K$12M+3.88%
Q4 202239.2K$9M+3.39%
Q3 202238.9K$9M+3.44%
Q2 202238.8K$10M+3.54%
Q1 202238.9K$12M+3.61%
Q4 202140.4K$14M+3.84%
Q3 202139.5K$11M+3.53%
Q2 202141.4K$11M+3.49%
Q1 202144.6K$11M+3.35%
Q4 202046.7K$10M+3.39%
Q3 202047.5K$10M+3.56%
Q2 202050.7K$10M+3.86%
Q1 202053.9K$9M+3.74%
Q4 201957.7K$9M+3.26%
Q3 201960.3K$8M+3.16%
Q2 201961.9K$8M+3.08%
Q1 201962.2K$7M+2.86%
Q4 201865.7K$7M+2.97%

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