SEC 13F Intelligence

One Capital Management, LLC / MSFT

One Capital Management, LLC’s Microsoft Corp Position

Does One Capital Management, LLC own Microsoft Corp (MSFT)? Yes143.6K shares worth $53M (+1.46% of its 13F portfolio) as of Q1 2026, up from 130.2K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
143.6K
% of Portfolio
+1.46%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $22MQ4 ’21Q1 ’22: $21MQ2 ’22: $18MQ3 ’22: $17MQ4 ’22: $16MQ4 ’22Q1 ’23: $21MQ2 ’23: $23MQ3 ’23: $21MQ4 ’23: $24MQ4 ’23Q1 ’24: $27MQ2 ’24: $37MQ3 ’24: $35MQ4 ’24: $33MQ4 ’24Q1 ’25: $37MQ2 ’25: $61MQ3 ’25: $65MQ4 ’25: $63MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.6K$53M+1.46%
Q4 2025130.2K$63M+1.90%
Q3 2025125.2K$65M+2.07%
Q2 2025123.3K$61M+2.12%
Q1 202599.7K$37M+1.26%
Q4 202478.0K$33M+1.09%
Q3 202482.3K$35M+1.13%
Q2 202482.6K$37M+1.26%
Q1 202463.4K$27M+0.97%
Q4 202363.4K$24M+0.94%
Q3 202365.2K$21M+0.91%
Q2 202368.9K$23M+1.06%
Q1 202372.3K$21M+1.02%
Q4 202268.5K$16M+0.88%
Q3 202273.6K$17M+1.01%
Q2 202271.8K$18M+1.09%
Q1 202268.2K$21M+1.11%
Q4 202166.2K$22M+1.69%
Q3 202142.5K$12M+0.99%
Q2 202142.2K$11M+1.02%
Q1 202138.3K$9M+1.00%
Q4 202038.0K$8M+1.02%
Q3 202037.4K$8M+1.07%
Q2 202049.0K$10M+1.43%
Q1 202050.1K$8M+1.34%
Q4 201944.1K$7M+1.07%
Q3 201946.3K$6M+1.07%
Q2 201947.8K$6M+1.09%
Q1 201951.5K$6M+1.08%
Q4 201852.9K$5M+1.09%

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