SEC 13F Intelligence

Security National Bank / MSFT

Security National Bank’s Microsoft Corp Position

Does Security National Bank own Microsoft Corp (MSFT)? Yes50.2K shares worth $19M (+2.71% of its 13F portfolio) as of Q1 2026, up from 49.9K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
50.2K
% of Portfolio
+2.71%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $12MQ4 ’22Q1 ’23: $13MQ2 ’23: $15MQ3 ’23: $14MQ4 ’23: $17MQ4 ’23Q1 ’24: $19MQ2 ’24: $20MQ3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $18MQ2 ’25: $24MQ3 ’25: $26MQ4 ’25: $24MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.2K$19M+2.71%
Q4 202549.9K$24M+3.46%
Q3 202549.6K$26M+3.93%
Q2 202548.7K$24M+4.19%
Q1 202549.1K$18M+3.48%
Q4 202444.0K$19M+2.64%
Q3 202444.1K$19M+2.58%
Q2 202444.1K$20M+2.86%
Q1 202444.4K$19M+2.83%
Q4 202344.4K$17M+3.77%
Q3 202344.5K$14M+3.92%
Q2 202345.4K$15M+3.94%
Q1 202346.7K$13M+3.60%
Q4 202249.0K$12M+3.17%
Q3 202250.0K$12M+3.25%
Q2 202250.4K$13M+3.60%
Q1 202251.7K$16M+3.64%
Q4 202152.2K$18M+3.98%
Q3 202153.3K$15M+3.77%
Q2 202152.2K$14M+3.73%
Q1 202152.0K$12M+3.61%
Q4 202051.5K$11M+3.64%
Q3 202053.4K$11M+3.91%
Q2 202052.8K$11M+4.44%
Q1 202051.9K$8M+4.30%
Q4 201951.7K$8M+3.64%
Q3 201952.3K$7M+3.43%
Q2 201951.9K$7M+3.44%
Q1 201951.6K$6M+3.16%
Q4 201848.9K$5M+3.10%

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