SEC 13F Intelligence

Centerpoint Advisors, LLC / MSFT

Centerpoint Advisors, LLC’s Microsoft Corp Position

Does Centerpoint Advisors, LLC own Microsoft Corp (MSFT)? Yes — 21.0K shares worth $8M (+2.53% of its 13F portfolio) as of Q1 2026, down from 22.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
21.0K
% of Portfolio
+2.53%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $9MQ1 ’24: $10MQ1 ’24Q2 ’24: $11MQ3 ’24: $10MQ4 ’24: $10MQ1 ’25: $9MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ4 ’25: $11MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.0K$8M+2.53%
Q4 202522.6K$11M+3.36%
Q3 202522.7K$12M+3.65%
Q2 202522.5K$11M+3.80%
Q1 202522.8K$9M+3.16%
Q4 202423.0K$10M+3.39%
Q3 202423.7K$10M+3.54%
Q2 202423.6K$11M+3.81%
Q1 202423.4K$10M+3.68%
Q4 202323.6K$9M+3.49%
Q3 202322.6K$7M+3.03%
Q2 202322.6K$8M+3.12%
Q1 202322.7K$7M+2.85%
Q4 202223.1K$6M+2.59%
Q3 202221.7K$5M+2.68%
Q2 202221.2K$5M+2.78%
Q1 202220.9K$6M+2.95%
Q4 202121.0K$7M+3.10%
Q3 202121.0K$6M+2.83%
Q2 202121.2K$6M+2.70%
Q1 202117.3K$4M+2.40%
Q4 202017.5K$4M+2.53%
Q3 202017.5K$4M+2.77%
Q2 202017.7K$4M+2.91%
Q1 202017.3K$3M+2.71%
Q4 201917.7K$3M+2.05%
Q3 201918.0K$3M+1.99%
Q2 201918.1K$2M+1.94%
Q1 201917.9K$2M+1.79%

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