SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / MSFT

Steward Partners Investment Advisory, LLC’s Microsoft Corp Position

Does Steward Partners Investment Advisory, LLC own Microsoft Corp (MSFT)? Yes — 1.07M shares worth $395M (+2.02% of its 13F portfolio) as of Q1 2026, up from 902.8K shares the prior filed quarter.

Position Value
$395M
Q1 2026
Shares
1.07M
% of Portfolio
+2.02%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $37MQ4 ’18Q1 ’19: $43MQ2 ’19: $50MQ3 ’19: $56MQ4 ’19: $63MQ4 ’19Q1 ’20: $63MQ2 ’20: $89MQ3 ’20: $98MQ4 ’20: $108MQ4 ’20Q1 ’21: $257.5BQ2 ’21: $139MQ3 ’21: $150MQ4 ’21: $189MQ4 ’21Q1 ’22: $171MQ2 ’22: $144MQ3 ’22: $131MQ4 ’22: $132MQ4 ’22Q1 ’23: $159MQ2 ’23: $187MQ3 ’23: $184MQ4 ’23: $228MQ4 ’23Q1 ’24: $286MQ2 ’24: $314MQ3 ’24: $331MQ4 ’24: $331MQ4 ’24Q1 ’25: $296MQ2 ’25: $392MQ3 ’25: $425MQ4 ’25: $437MQ4 ’25Q1 ’26: $395Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.07M$395M+2.02%
Q4 2025902.8K$437M+2.39%
Q3 2025821.0K$425M+2.44%
Q2 2025788.6K$392M+3.06%
Q1 2025789.0K$296M+2.62%
Q4 2024784.2K$331M+2.93%
Q3 2024769.6K$331M+3.06%
Q2 2024702.7K$314M+3.31%
Q1 2024680.6K$286M+3.16%
Q4 2023605.8K$228M+3.08%
Q3 2023583.6K$184M+2.83%
Q2 2023548.7K$187M+2.80%
Q1 2023551.3K$159M+2.54%
Q4 2022548.5K$132M+2.24%
Q3 2022561.9K$131M+2.45%
Q2 2022559.1K$144M+2.63%
Q1 2022555.5K$171M+2.65%
Q4 2021561.3K$189M+2.87%
Q3 2021531.7K$150M+2.58%
Q2 2021512.2K$139M+2.35%
Q1 20211.09M$257.5B+2.26%
Q4 2020483.6K$108M+2.33%
Q3 2020464.8K$98M+2.46%
Q2 2020435.7K$89M+2.53%
Q1 2020402.3K$63M+2.32%
Q4 2019402.2K$63M+1.87%
Q3 2019399.7K$56M+1.87%
Q2 2019374.2K$50M+1.84%
Q1 2019368.7K$43M+1.84%
Q4 2018363.0K$37M+1.80%

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