SEC 13F Intelligence

Crewe Advisors LLC / MSFT

Crewe Advisors LLC’s Microsoft Corp Position

Does Crewe Advisors LLC own Microsoft Corp (MSFT)? Yes83.6K shares worth $31M (+2.64% of its 13F portfolio) as of Q1 2026, up from 59.6K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
83.6K
% of Portfolio
+2.64%
Quarters Held
24
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $11MQ1 ’23: $14MQ2 ’23: $16MQ2 ’23Q1 ’24: $21MQ2 ’24: $22MQ3 ’25: $31MQ3 ’25Q4 ’25: $29MQ1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.6K$31M+2.64%
Q4 202559.6K$29M+2.55%
Q3 202560.2K$31M+2.98%
Q2 202449.7K$22M+2.49%
Q1 202450.6K$21M+2.48%
Q2 202346.3K$16M+2.21%
Q1 202347.5K$14M+2.00%
Q4 202247.8K$11M+1.82%
Q3 202248.0K$11M+2.02%
Q2 202244.0K$11M+2.50%
Q1 202239.8K$12M+2.40%
Q4 202137.0K$12M+2.53%
Q3 202136.5K$10M+2.43%
Q2 202126.6K$7M+1.79%
Q1 202126.5K$6M+1.55%
Q4 202020.1K$4M+1.79%
Q3 202020.2K$4M+1.99%
Q2 202020.1K$4M+2.00%
Q1 202019.0K$3M+1.79%
Q4 201919.6K$3M+1.36%
Q3 201919.7K$3M+1.26%
Q2 201919.6K$3M+0.85%
Q1 201918.6K$2M+0.69%
Q4 201821.9K$2M+0.70%

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