SEC 13F Intelligence

Aspen Investment Management Inc / MSFT

Aspen Investment Management Inc’s Microsoft Corp Position

Does Aspen Investment Management Inc own Microsoft Corp (MSFT)? Yes22.8K shares worth $8M (+2.58% of its 13F portfolio) as of Q1 2026, down from 23.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
22.8K
% of Portfolio
+2.58%
Quarters Held
28
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q2 ’21: $7MQ4 ’21: $8MQ1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ1 ’25: $7MQ2 ’25: $8MQ2 ’25Q3 ’25: $9MQ4 ’25: $12MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.8K$8M+2.58%
Q4 202523.9K$12M+3.49%
Q3 202517.1K$9M+3.42%
Q2 202516.5K$8M+3.45%
Q1 202517.8K$7M+3.08%
Q4 202417.8K$8M+3.49%
Q3 202417.9K$8M+3.59%
Q2 202418.9K$8M+4.21%
Q1 202418.7K$8M+4.00%
Q4 202318.8K$7M+3.94%
Q3 202318.8K$6M+3.59%
Q2 202318.3K$6M+3.71%
Q1 202316.9K$5M+3.11%
Q4 202218.3K$4M+2.87%
Q3 202220.4K$5M+3.17%
Q2 202220.1K$5M+3.23%
Q1 202222.9K$7M+3.70%
Q4 202124.6K$8M+4.08%
Q2 202126.0K$7M+3.68%
Q4 202028.3K$6M+3.73%
Q3 202030.5K$6M+4.28%
Q2 202030.1K$6M+4.38%
Q1 202028.0K$4M+3.82%
Q4 201924.9K$4M+2.45%
Q3 201925.7K$4M+2.38%
Q2 201926.3K$4M+2.31%
Q1 201926.5K$3M+2.18%
Q4 201826.6K$3M+2.17%

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