SEC 13F Intelligence

Allied Investment Advisors, LLC / MSFT

Allied Investment Advisors, LLC’s Microsoft Corp Position

Does Allied Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 66.1K shares worth $24M (+3.51% of its 13F portfolio) as of Q1 2026, up from 64.4K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
66.1K
% of Portfolio
+3.51%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $16MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $14MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $21MQ3 ’23: $20MQ4 ’23: $23MQ4 ’23Q1 ’24: $26MQ2 ’24: $28MQ3 ’24: $27MQ4 ’24: $26MQ4 ’24Q1 ’25: $23MQ2 ’25: $31MQ3 ’25: $33MQ4 ’25: $31MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.1K$24M+3.51%
Q4 202564.4K$31M+4.81%
Q3 202564.1K$33M+5.28%
Q2 202562.3K$31M+5.42%
Q1 202562.4K$23M+4.44%
Q4 202461.1K$26M+5.19%
Q3 202461.6K$27M+5.25%
Q2 202461.6K$28M+6.46%
Q1 202461.5K$26M+6.25%
Q4 202361.7K$23M+6.31%
Q3 202361.8K$20M+5.84%
Q2 202362.1K$21M+6.13%
Q1 202361.8K$18M+5.52%
Q4 202261.1K$15M+4.58%
Q3 202260.2K$14M+5.23%
Q2 202259.4K$15M+5.47%
Q1 202258.9K$18M+5.92%
Q4 202157.3K$19M+6.59%
Q3 202158.0K$16M+6.18%
Q2 202158.4K$16M+5.96%
Q1 202157.8K$14M+5.84%
Q4 202059.0K$13M+6.30%
Q3 202059.0K$12M+6.68%
Q2 202061.3K$12M+7.19%
Q1 202066.2K$10M+7.54%
Q4 201970.5K$11M+6.57%
Q3 201974.1K$10M+6.64%
Q2 201975.5K$10M+6.79%
Q1 201977.2K$9M+6.31%
Q4 201879.5K$8M+6.67%

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