SEC 13F Intelligence

Monument Capital Management / MSFT

Monument Capital Management’s Microsoft Corp Position

Does Monument Capital Management own Microsoft Corp (MSFT)? Yes — 30.5K shares worth $11M (+2.83% of its 13F portfolio) as of Q1 2026, down from 31.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
30.5K
% of Portfolio
+2.83%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.5K$11M+2.83%
Q4 202531.0K$15M+3.73%
Q3 202530.9K$16M+4.00%
Q2 202531.1K$15M+4.03%
Q1 202530.9K$12M+3.57%
Q4 202431.4K$13M+3.65%
Q3 202429.9K$13M+3.56%
Q2 202430.5K$14M+4.01%
Q1 202430.8K$13M+3.74%
Q4 202331.3K$12M+3.78%
Q3 202330.5K$10M+3.23%
Q2 202330.1K$10M+3.27%
Q1 202329.2K$8M+2.82%
Q4 202226.2K$6M+2.15%
Q3 202225.7K$6M+2.25%
Q2 202225.7K$7M+2.49%
Q1 202224.9K$8M+2.49%
Q4 202123.6K$8M+2.47%
Q3 202123.6K$7M+2.27%
Q2 202123.6K$6M+2.21%
Q1 202123.6K$6M+2.23%
Q4 202022.8K$5M+2.35%
Q3 202022.8K$5M+2.53%
Q2 202021.6K$4M+2.59%
Q1 202020.2K$3M+2.29%
Q4 201920.0K$3M+1.61%
Q3 201920.4K$3M+1.54%
Q2 201917.9K$2M+1.31%
Q1 201917.8K$2M+1.20%
Q4 201817.9K$2M+1.13%

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