SEC 13F Intelligence

Symphony Financial, Ltd. Co. / MSFT

Symphony Financial, Ltd. Co.’s Microsoft Corp Position

Does Symphony Financial, Ltd. Co. own Microsoft Corp (MSFT)? Yes46.0K shares worth $17M (+2.22% of its 13F portfolio) as of Q1 2026, up from 43.5K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
46.0K
% of Portfolio
+2.22%
Quarters Held
25
currently held

Position History MSFT

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $10MQ3 ’20: $9MQ4 ’20: $10MQ1 ’21: $13MQ1 ’21Q2 ’21: $11MQ3 ’21: $9MQ4 ’21: $12MQ1 ’22: $14MQ1 ’22Q2 ’22: $11MQ3 ’22: $10MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $12MQ3 ’23: $12MQ4 ’23: $16MQ1 ’24: $15MQ1 ’24Q2 ’24: $19MQ3 ’24: $19MQ4 ’24: $19MQ1 ’25: $4MQ1 ’25Q2 ’25: $25MQ3 ’25: $27MQ4 ’25: $21MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.0K$17M+2.22%
Q4 202543.5K$21M+2.85%
Q3 202551.9K$27M+3.27%
Q2 202555.5K$25M+3.25%
Q1 202510.6K$4M+2.28%
Q4 202444.2K$19M+3.00%
Q3 202445.7K$19M+3.22%
Q2 202442.7K$19M+3.53%
Q1 202435.6K$15M+3.49%
Q4 202341.7K$16M+3.47%
Q3 202336.6K$12M+2.88%
Q2 202334.7K$12M+2.86%
Q1 202336.5K$10M+2.69%
Q4 202244.9K$10M+2.73%
Q3 202241.5K$10M+3.22%
Q2 202241.5K$11M+3.19%
Q1 202246.8K$14M+3.31%
Q4 202136.1K$12M+3.35%
Q3 202130.4K$9M+3.01%
Q2 202139.8K$11M+3.66%
Q1 202149.1K$13M+3.43%
Q4 202044.6K$10M+3.48%
Q3 202043.2K$9M+3.70%
Q2 202046.9K$10M+4.61%
Q1 202040.6K$7M+4.48%

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