Shepherd Financial Partners LLC / MSFT
Shepherd Financial Partners LLC’s Microsoft Corp Position
Does Shepherd Financial Partners LLC own Microsoft Corp (MSFT)? Yes — 40.4K shares worth $15M (+1.42% of its 13F portfolio) as of Q1 2026, up from 38.8K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
40.4K
% of Portfolio
+1.42%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 40.4K | $15M | +1.42% |
| Q4 2025 | 38.8K | $19M | +1.74% |
| Q3 2025 | 40.5K | $21M | +2.00% |
| Q2 2025 | 40.6K | $20M | +2.13% |
| Q1 2025 | 40.7K | $15M | +1.79% |
| Q4 2024 | 37.1K | $16M | +1.87% |
| Q3 2024 | 36.3K | $16M | +1.88% |
| Q2 2024 | 35.9K | $16M | +2.07% |
| Q1 2024 | 34.4K | $14M | +1.89% |
| Q4 2023 | 34.3K | $13M | +1.83% |
| Q3 2023 | 34.3K | $11M | +1.70% |
| Q2 2023 | 33.2K | $11M | +1.76% |
| Q1 2023 | 32.3K | $9M | +1.55% |
| Q4 2022 | 34.1K | $8M | +1.48% |
| Q3 2022 | 33.6K | $8M | +1.53% |
| Q2 2022 | 32.6K | $8M | +1.63% |
| Q1 2022 | 32.4K | $10M | +1.78% |
| Q4 2021 | 33.5K | $11M | +1.96% |
| Q3 2021 | 32.9K | $9M | +1.79% |
| Q2 2021 | 32.9K | $9M | +1.70% |
| Q1 2021 | 32.6K | $8M | +1.70% |
| Q4 2020 | 31.8K | $7M | +1.61% |
| Q3 2020 | 30.1K | $6M | +1.49% |
| Q2 2020 | 30.9K | $6M | +1.71% |
| Q1 2020 | 33.2K | $5M | +1.81% |
| Q4 2019 | 49.8K | $8M | +1.82% |
| Q3 2019 | 50.3K | $7M | +1.75% |
| Q2 2019 | 51.5K | $7M | +1.29% |
| Q1 2019 | 49.4K | $6M | +1.13% |
| Q4 2018 | 49.7K | $5M | +1.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shepherd Financial Partners LLC’s full portfolio or all institutional holders of MSFT.