SEC 13F Intelligence

Mark Sheptoff Financial Planning, LLC / MSFT

Mark Sheptoff Financial Planning, LLC’s Microsoft Corp Position

Does Mark Sheptoff Financial Planning, LLC own Microsoft Corp (MSFT)? Yes — 45.9K shares worth $19M (+9.99% of its 13F portfolio) as of Q1 2026, down from 48.3K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
45.9K
% of Portfolio
+9.99%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $16MQ3 ’21: $16MQ4 ’21: $19MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $16MQ2 ’23: $18MQ3 ’23: $16MQ4 ’23: $20MQ4 ’23Q1 ’24: $22MQ2 ’24: $23MQ3 ’24: $22MQ4 ’24: $21MQ4 ’24Q1 ’25: $18MQ2 ’25: $24MQ3 ’25: $25MQ4 ’25: $23MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.9K$19M+9.99%
Q4 202548.3K$23M+11.14%
Q3 202548.6K$25M+12.05%
Q2 202548.7K$24M+12.90%
Q1 202548.4K$18M+10.02%
Q4 202450.5K$21M+11.42%
Q3 202450.5K$22M+11.54%
Q2 202451.4K$23M+12.84%
Q1 202452.3K$22M+12.21%
Q4 202352.8K$20M+11.96%
Q3 202352.2K$16M+10.58%
Q2 202352.8K$18M+10.26%
Q1 202354.3K$16M+9.09%
Q4 202254.6K$13M+7.68%
Q3 202254.3K$13M+7.70%
Q2 202254.0K$14M+7.98%
Q1 202254.7K$17M+8.49%
Q4 202157.7K$19M+9.27%
Q3 202157.5K$16M+8.92%
Q2 202157.5K$16M+8.35%
Q1 202156.1K$13M+7.60%
Q4 202056.0K$12M+7.08%
Q3 202055.7K$12M+7.20%
Q2 202056.5K$11M+7.46%
Q1 202056.4K$9M+6.73%
Q4 201952.8K$8M+5.25%
Q3 201947.8K$7M+4.48%
Q2 201944.3K$6M+4.05%
Q1 201937.3K$4M+3.17%
Q4 201831.5K$3M+2.66%

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