SEC 13F Intelligence

West Branch Capital LLC / MSFT

West Branch Capital LLC’s Microsoft Corp Position

Does West Branch Capital LLC own Microsoft Corp (MSFT)? Yes — 55.0K shares worth $21M (+4.77% of its 13F portfolio) as of Q2 2026, up from 54.9K shares the prior filed quarter.

Position Value
$21M
Q2 2026
Shares
55.0K
% of Portfolio
+4.77%
Quarters Held
31
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $12MQ3 ’21: $12MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $13MQ2 ’23: $15MQ3 ’23: $14MQ4 ’23: $18MQ4 ’23Q1 ’24: $23MQ2 ’24: $24MQ3 ’24: $23MQ4 ’24: $23MQ4 ’24Q1 ’25: $21MQ2 ’25: $28MQ3 ’25: $29MQ4 ’25: $27MQ4 ’25Q1 ’26: $20MQ2 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202655.0K$21M+4.77%
Q1 202654.9K$20M+5.44%
Q4 202556.0K$27M+6.98%
Q3 202555.7K$29M+7.56%
Q2 202555.4K$28M+8.15%
Q1 202555.7K$21M+6.97%
Q4 202454.4K$23M+7.31%
Q3 202453.4K$23M+7.95%
Q2 202453.2K$24M+8.83%
Q1 202453.6K$23M+9.10%
Q4 202346.6K$18M+8.23%
Q3 202343.9K$14M+7.27%
Q2 202344.2K$15M+7.52%
Q1 202344.8K$13M+7.20%
Q4 202244.4K$11M+6.58%
Q3 202244.2K$10M+6.40%
Q2 202244.2K$11M+6.56%
Q1 202244.7K$14M+6.59%
Q4 202145.5K$15M+6.52%
Q3 202144.2K$12M+6.00%
Q2 202144.1K$12M+5.87%
Q1 202143.9K$10M+6.06%
Q4 202044.7K$10M+5.87%
Q3 202044.4K$9M+5.96%
Q2 202043.1K$9M+6.18%
Q1 202038.6K$6M+5.81%
Q4 201937.3K$6M+4.10%
Q3 201936.1K$5M+3.71%
Q2 201933.1K$4M+3.66%
Q1 201929.5K$3M+3.11%
Q4 201823.7K$2M+2.54%

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