Capital Analysts, LLC’s Microsoft Corp Position
Does Capital Analysts, LLC own Microsoft Corp (MSFT)? Yes — 122.6K shares worth $45M (+1.19% of its 13F portfolio) as of Q1 2026, down from 125.1K shares the prior filed quarter.
Position Value
$45M
Q1 2026
Shares
122.6K
% of Portfolio
+1.19%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 122.6K | $45M | +1.19% |
| Q4 2025 | 125.1K | $60M | +1.67% |
| Q3 2025 | 125.0K | $65M | +1.89% |
| Q2 2025 | 122.5K | $61M | +2.03% |
| Q1 2025 | 120.1K | $45M | +1.68% |
| Q4 2024 | 115.6K | $49M | +1.96% |
| Q3 2024 | 111.0K | $48M | +1.95% |
| Q2 2024 | 108.2K | $48M | +2.14% |
| Q1 2024 | 106.6K | $45M | +2.09% |
| Q4 2023 | 112.0K | $42M | +2.12% |
| Q3 2023 | 110.9K | $35M | +1.95% |
| Q2 2023 | 107.4K | $37M | +2.03% |
| Q1 2023 | 105.6K | $30M | +1.74% |
| Q4 2022 | 103.1K | $25M | +1.51% |
| Q3 2022 | 102.2K | $24M | +1.64% |
| Q2 2022 | 100.0K | $26M | +1.79% |
| Q1 2022 | 97.7K | $30M | +1.91% |
| Q4 2021 | 99.3K | $33M | +2.03% |
| Q3 2021 | 102.9K | $29M | +1.90% |
| Q2 2021 | 100.3K | $27M | +1.82% |
| Q1 2021 | 100.5K | $24M | +1.64% |
| Q4 2020 | 56.6K | $13M | +1.11% |
| Q3 2020 | 63.6K | $13M | +1.27% |
| Q2 2020 | 54.9K | $11M | +1.17% |
| Q1 2020 | 59.6K | $9M | +1.15% |
| Q4 2019 | 57.8K | $9M | +0.90% |
| Q3 2019 | 61.7K | $9M | +0.91% |
| Q2 2019 | 60.7K | $8M | +0.89% |
| Q1 2019 | 63.9K | $8M | +0.87% |
| Q4 2018 | 56.0K | $6M | +0.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of MSFT.