SEC 13F Intelligence

Essex Financial Services, Inc. / MSFT

Essex Financial Services, Inc.’s Microsoft Corp Position

Does Essex Financial Services, Inc. own Microsoft Corp (MSFT)? Yes — 105.3K shares worth $39M (+2.19% of its 13F portfolio) as of Q1 2026, up from 104.2K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
105.3K
% of Portfolio
+2.19%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $14MQ3 ’21: $23MQ4 ’21: $30MQ4 ’21Q1 ’22: $25MQ2 ’22: $24MQ3 ’22: $23MQ4 ’22: $22,071Q4 ’22Q1 ’23: $27MQ2 ’23: $30MQ3 ’23: $28MQ4 ’23: $33MQ4 ’23Q1 ’24: $39MQ2 ’24: $44MQ3 ’24: $45MQ4 ’24: $45MQ4 ’24Q1 ’25: $39MQ2 ’25: $53MQ3 ’25: $55MQ4 ’25: $50MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026105.3K$39M+2.19%
Q4 2025104.2K$50M+2.87%
Q3 2025106.2K$55M+3.29%
Q2 2025107.2K$53M+3.50%
Q1 2025103.9K$39M+2.81%
Q4 2024105.9K$45M+3.15%
Q3 2024105.4K$45M+3.24%
Q2 2024110.2K$44M+3.29%
Q1 202491.7K$39M+3.56%
Q4 202388.7K$33M+3.45%
Q3 202387.7K$28M+3.21%
Q2 202388.9K$30M+3.44%
Q1 202393.0K$27M+2.82%
Q4 202292.0K$22,071+2.34%
Q3 202296.9K$23M+2.69%
Q2 202295.4K$24M+2.73%
Q1 202280.5K$25M+2.38%
Q4 202187.9K$30M+2.92%
Q3 202180.5K$23M+2.60%
Q2 202160.7K$14M+2.07%
Q1 202160.7K$14M+2.57%
Q4 202059.7K$13M+2.63%
Q3 202055.4K$12M+2.86%
Q2 202049.6K$10M+3.11%
Q1 202052.1K$8M+2.93%
Q4 201955.3K$9M+2.41%
Q3 201955.3K$8M+2.48%
Q2 201962.8K$8M+2.48%
Q1 201964.1K$8M+2.29%
Q4 201869.9K$7M+2.17%

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