SEC 13F Intelligence

Regal Investment Advisors LLC / MSFT

Regal Investment Advisors LLC’s Microsoft Corp Position

Does Regal Investment Advisors LLC own Microsoft Corp (MSFT)? Yes — 60.3K shares worth $22M (+1.29% of its 13F portfolio) as of Q1 2026, up from 54.5K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
60.3K
% of Portfolio
+1.29%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q2 ’20: $14MQ4 ’20: $16MQ2 ’21: $17MQ3 ’21: $18MQ3 ’21Q4 ’21: $21MQ1 ’22: $19MQ2 ’22: $16MQ3 ’22: $15MQ3 ’22Q1 ’23: $19MQ2 ’23: $22MQ3 ’23: $21MQ4 ’23: $25MQ4 ’23Q1 ’24: $29MQ2 ’24: $31MQ3 ’24: $26MQ4 ’24: $24MQ4 ’24Q1 ’25: $18MQ2 ’25: $26MQ3 ’25: $27MQ4 ’25: $26MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.3K$22M+1.29%
Q4 202554.5K$26M+1.58%
Q3 202552.9K$27M+1.78%
Q2 202551.6K$26M+1.92%
Q1 202547.2K$18M+1.43%
Q4 202456.5K$24M+1.79%
Q3 202460.4K$26M+1.82%
Q2 202469.7K$31M+2.03%
Q1 202468.3K$29M+1.97%
Q4 202367.0K$25M+1.90%
Q3 202367.0K$21M+1.78%
Q2 202365.6K$22M+1.87%
Q1 202365.0K$19M+1.66%
Q3 202265.7K$15M+1.61%
Q2 202263.7K$16M+1.70%
Q1 202262.1K$19M+1.76%
Q4 202161.4K$21M+1.83%
Q3 202162.3K$18M+1.70%
Q2 202163.1K$17M+1.72%
Q4 202070.4K$16M+1.77%
Q2 202067.8K$14M+2.53%
Q4 201957.7K$9M+1.64%
Q3 201959.8K$8M+1.62%
Q2 201964.1K$9M+1.67%
Q1 201968.9K$8M+1.65%
Q4 201870.4K$7M+1.57%

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