SEC 13F Intelligence

Fulcrum Equity Management / MSFT

Fulcrum Equity Management’s Microsoft Corp Position

Does Fulcrum Equity Management own Microsoft Corp (MSFT)? Yes3.9K shares worth $1M (+1.07% of its 13F portfolio) as of Q2 2026, up from 3.3K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
3.9K
% of Portfolio
+1.07%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q2 ’21: $218,000Q2 ’21Q4 ’21: $801,000Q3 ’23: $218,341Q3 ’23Q4 ’23: $683,054Q1 ’24: $694,318Q1 ’24Q2 ’24: $1MQ3 ’24: $712,698Q3 ’24Q1 ’25: $254,937Q2 ’25: $415,903Q2 ’25Q4 ’25: $2MQ1 ’26: $1MQ1 ’26Q2 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20263.9K$1M+1.07%
Q1 20263.3K$1M+1.19%
Q4 20253.6K$2M+1.65%
Q2 2025836$415,903+0.43%
Q1 2025679$254,937+0.28%
Q3 20241.7K$712,698+0.60%
Q2 20242.4K$1M+0.98%
Q1 20241.6K$694,318+0.82%
Q4 20231.8K$683,054+0.42%
Q3 2023692$218,341+0.26%
Q4 20212.8K$801,000+0.31%
Q2 2021803$218,000+0.08%

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