SEC 13F Intelligence

Copperwynd Financial, LLC / MSFT

Copperwynd Financial, LLC’s Microsoft Corp Position

Does Copperwynd Financial, LLC own Microsoft Corp (MSFT)? Yes10.9K shares worth $5M (+1.35% of its 13F portfolio) as of Q2 2025, down from 11.1K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
10.9K
% of Portfolio
+1.35%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q2 ’20: $323,000Q2 ’20Q3 ’20: $422,000Q4 ’20: $533,000Q1 ’21: $634,000Q1 ’21Q2 ’21: $901,000Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.9K$5M+1.35%
Q1 202511.1K$4M+1.15%
Q4 202412.0K$5M+1.40%
Q3 20248.9K$4M+1.16%
Q2 20248.0K$3M+1.09%
Q1 20247.0K$3M+1.05%
Q4 20236.0K$2M+0.89%
Q3 20236.0K$2M+0.90%
Q2 20236.3K$2M+1.00%
Q1 20236.3K$2M+0.93%
Q4 20225.4K$1M+0.72%
Q3 20225.6K$1M+0.75%
Q2 20225.6K$1M+0.85%
Q1 20225.9K$2M+0.75%
Q4 20216.2K$2M+0.79%
Q3 20215.8K$2M+0.67%
Q2 20213.3K$901,000+0.38%
Q1 20212.7K$634,000+0.28%
Q4 20202.4K$533,000+0.26%
Q3 20202.0K$422,000+0.22%
Q2 20201.6K$323,000+0.18%

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