Sowell Financial Services LLC / MSFT
Sowell Financial Services LLC’s Microsoft Corp Position
Does Sowell Financial Services LLC own Microsoft Corp (MSFT)? Yes — 149.6K shares worth $55M (+2.05% of its 13F portfolio) as of Q1 2026, up from 144.7K shares the prior filed quarter.
Position Value
$55M
Q1 2026
Shares
149.6K
% of Portfolio
+2.05%
Quarters Held
28
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 149.6K | $55M | +2.05% |
| Q4 2025 | 144.7K | $70M | +2.57% |
| Q3 2025 | 141.3K | $73M | +2.81% |
| Q2 2025 | 153.4K | $76M | +3.11% |
| Q1 2025 | 153.6K | $58M | +2.62% |
| Q4 2024 | 156.2K | $66M | +3.46% |
| Q3 2024 | 140.7K | $61M | +2.81% |
| Q2 2024 | 153.2K | $68M | +3.27% |
| Q1 2024 | 149.3K | $63M | +2.96% |
| Q4 2023 | 146.6K | $55M | +2.99% |
| Q3 2023 | 136.3K | $43M | +2.70% |
| Q2 2023 | 128.2K | $44M | +2.43% |
| Q1 2023 | 103.9K | $29,959 | +2.31% |
| Q4 2022 | 132.3K | $31,730 | +2.05% |
| Q3 2022 | 114.4K | $27M | +2.69% |
| Q2 2022 | 116.8K | $30M | +2.77% |
| Q1 2022 | 41.9K | $12M | +2.05% |
| Q4 2021 | 103.9K | $35M | +2.00% |
| Q3 2021 | 125.3K | $35M | +2.38% |
| Q2 2021 | 144.4K | $39M | +2.59% |
| Q1 2021 | 206.2K | $51M | +1.79% |
| Q4 2020 | 210.4K | $47M | +2.00% |
| Q3 2020 | 203.9K | $43M | +2.14% |
| Q2 2020 | 199.1K | $41M | +2.23% |
| Q1 2020 | 189.9K | $30M | +2.22% |
| Q4 2019 | 176.6K | $28M | +2.12% |
| Q3 2019 | 169.5K | $24M | +1.95% |
| Q1 2019 | 156.8K | $18M | +2.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sowell Financial Services LLC’s full portfolio or all institutional holders of MSFT.