SEC 13F Intelligence

Iron Financial LLC / MSFT

Iron Financial LLC’s Microsoft Corp Position

Does Iron Financial LLC own Microsoft Corp (MSFT)? Yes6.8K shares worth $3M (+1.10% of its 13F portfolio) as of Q1 2026, up from 6.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.8K
% of Portfolio
+1.10%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $741,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.8K$3M+1.10%
Q4 20256.5K$3M+1.44%
Q3 20256.5K$3M+1.61%
Q2 20256.8K$3M+1.75%
Q1 20257.2K$3M+1.51%
Q4 20247.2K$3M+1.71%
Q3 20247.3K$3M+1.71%
Q2 20247.8K$3M+1.95%
Q1 20247.7K$3M+1.81%
Q4 20238.2K$3M+1.74%
Q3 20238.1K$3M+1.48%
Q2 202310.4K$4M+1.90%
Q1 202310.5K$3M+1.66%
Q4 202210.4K$3M+1.44%
Q3 202210.7K$2M+1.36%
Q2 20228.0K$2M+1.08%
Q1 20228.4K$3M+1.19%
Q4 20218.6K$3M+1.29%
Q3 20218.7K$2M+1.17%
Q2 202110.3K$3M+1.30%
Q1 202110.3K$2M+1.29%
Q4 20209.8K$2M+1.09%
Q3 20209.9K$2M+1.15%
Q2 202010.3K$2M+1.09%
Q1 202010.9K$2M+1.07%
Q4 201910.5K$2M+0.79%
Q3 20199.5K$1M+0.99%
Q2 20199.1K$1M+1.00%
Q1 20198.5K$1M+0.64%
Q4 20187.3K$741,000+0.58%

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