M Holdings Securities, Inc. / MSFT
M Holdings Securities, Inc.’s Microsoft Corp Position
Does M Holdings Securities, Inc. own Microsoft Corp (MSFT)? Yes — 51.8K shares worth $21M (+1.41% of its 13F portfolio) as of Q1 2026, up from 50.4K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
51.8K
% of Portfolio
+1.41%
Quarters Held
24
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 51.8K | $21M | +1.41% |
| Q4 2025 | 50.4K | $24M | +1.74% |
| Q3 2025 | 13.6K | $7M | +1.49% |
| Q1 2025 | 38.4K | $14M | +2.40% |
| Q4 2024 | 35.8K | $15M | +2.43% |
| Q2 2024 | 2.0K | $921,000 | +0.12% |
| Q1 2024 | 35.0K | $15M | +2.48% |
| Q4 2023 | 49.2K | $18M | +2.09% |
| Q3 2023 | 29.1K | $10M | +2.04% |
| Q1 2023 | 51.0K | $15M | +1.52% |
| Q4 2022 | 55.7K | $13M | +1.41% |
| Q3 2022 | 55.9K | $13M | +1.44% |
| Q2 2022 | 57.3K | $15M | +1.49% |
| Q1 2022 | 61.0K | $19M | +1.42% |
| Q2 2021 | 63.1K | $17M | +1.67% |
| Q1 2021 | 66.8K | $16M | +1.43% |
| Q4 2020 | 57.9K | $13M | +1.64% |
| Q3 2020 | 54.1K | $11M | +1.81% |
| Q2 2020 | 55.8K | $11M | +2.03% |
| Q1 2020 | 81.6K | $13M | +1.90% |
| Q4 2019 | 39.3K | $6M | +1.81% |
| Q3 2019 | 44.3K | $6M | +1.89% |
| Q2 2019 | 46.4K | $6M | +2.10% |
| Q1 2019 | 45.2K | $5M | +1.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of MSFT.