SEC 13F Intelligence

Lesa Sroufe & Co / MSFT

Lesa Sroufe & Co’s Microsoft Corp Position

Does Lesa Sroufe & Co own Microsoft Corp (MSFT)? Yes — 24.8K shares worth $9M (+6.25% of its 13F portfolio) as of Q1 2026, up from 20.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
24.8K
% of Portfolio
+6.25%
Quarters Held
27
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $6MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ1 ’22: $9MQ1 ’22Q3 ’22: $6MQ4 ’22: $6MQ1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $10MQ1 ’24: $10MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ1 ’25: $8MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $10MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.8K$9M+6.25%
Q4 202520.3K$10M+7.30%
Q3 202520.4K$11M+8.53%
Q2 202520.4K$10M+9.30%
Q1 202520.4K$8M+7.63%
Q3 202422.6K$10M+9.07%
Q2 202422.9K$10M+9.92%
Q1 202422.9K$10M+9.00%
Q4 202325.9K$10M+9.92%
Q3 202325.9K$8M+8.76%
Q2 202326.1K$9M+9.49%
Q1 202326.1K$8M+7.61%
Q4 202226.3K$6M+6.98%
Q3 202226.6K$6M+7.45%
Q1 202227.6K$9M+8.63%
Q4 202128.0K$9M+9.44%
Q3 202128.0K$8M+8.39%
Q2 202128.1K$8M+7.59%
Q1 202128.3K$7M+7.41%
Q4 202028.4K$6M+7.56%
Q3 202028.4K$6M+8.32%
Q2 202028.5K$6M+7.71%
Q1 202029.2K$5M+6.26%
Q4 201930.0K$5M+4.52%
Q3 201930.0K$4M+3.98%
Q2 201930.0K$4M+3.56%
Q1 201930.0K$4M+3.03%

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