SEC 13F Intelligence

Richard C. Young & Co., Ltd. / MSFT

Richard C. Young & Co., Ltd.’s Microsoft Corp Position

Does Richard C. Young & Co., Ltd. own Microsoft Corp (MSFT)? Yes44.8K shares worth $17M (+1.37% of its 13F portfolio) as of Q1 2026, up from 41.4K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
44.8K
% of Portfolio
+1.37%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $6MQ2 ’19: $10MQ3 ’19: $10MQ3 ’19Q4 ’19: $12MQ1 ’20: $12MQ2 ’20: $15MQ2 ’20Q1 ’23: $334,498Q2 ’23: $629,363Q3 ’23: $929,103Q3 ’23Q4 ’23: $790,007Q1 ’24: $16MQ2 ’24: $17MQ2 ’24Q3 ’24: $16MQ4 ’24: $16MQ1 ’25: $15MQ1 ’25Q2 ’25: $20MQ3 ’25: $21MQ4 ’25: $20MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.8K$17M+1.37%
Q4 202541.4K$20M+1.79%
Q3 202539.8K$21M+1.92%
Q2 202539.8K$20M+1.95%
Q1 202539.2K$15M+1.58%
Q4 202438.0K$16M+1.74%
Q3 202437.6K$16M+1.77%
Q2 202437.3K$17M+2.03%
Q1 202437.2K$16M+1.97%
Q4 20232.1K$790,007+0.11%
Q3 20232.9K$929,103+0.13%
Q2 20231.8K$629,363+0.09%
Q1 20231.2K$334,498+0.05%
Q2 202074.2K$15M+2.52%
Q1 202075.2K$12M+2.30%
Q4 201974.0K$12M+1.94%
Q3 201972.5K$10M+1.81%
Q2 201971.2K$10M+1.81%
Q1 201948.0K$6M+1.08%
Q4 201819.6K$2M+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard C. Young & Co., Ltd.’s full portfolio or all institutional holders of MSFT.