SEC 13F Intelligence

Liberty One Investment Management, LLC / MSFT

Liberty One Investment Management, LLC’s Microsoft Corp Position

Does Liberty One Investment Management, LLC own Microsoft Corp (MSFT)? Yes63.6K shares worth $24M (+2.43% of its 13F portfolio) as of Q1 2026, up from 46.6K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
63.6K
% of Portfolio
+2.43%
Quarters Held
25
currently held

Position History MSFT

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ1 ’21: $9MQ1 ’21Q2 ’21: $10MQ3 ’21: $11MQ4 ’21: $13MQ1 ’22: $13MQ1 ’22Q2 ’22: $10MQ3 ’22: $12MQ4 ’22: $13MQ1 ’23: $18MQ1 ’23Q2 ’23: $21MQ3 ’23: $20MQ4 ’23: $24MQ1 ’24: $26MQ1 ’24Q2 ’24: $21,543Q3 ’24: $21MQ4 ’24: $22MQ1 ’25: $20MQ1 ’25Q2 ’25: $27MQ3 ’25: $56MQ4 ’25: $23MQ1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.6K$24M+2.43%
Q4 202546.6K$23M+2.88%
Q3 2025107.9K$56M+3.14%
Q2 202554.1K$27M+2.72%
Q1 202554.1K$20M+2.06%
Q4 202451.2K$22M+2.34%
Q3 202449.5K$21M+2.18%
Q2 202448.2K$21,543+2.43%
Q1 202461.1K$26M+2.91%
Q4 202362.5K$24M+2.90%
Q3 202363.1K$20M+2.89%
Q2 202361.7K$21M+2.73%
Q1 202361.7K$18M+2.42%
Q4 202255.7K$13M+1.92%
Q3 202249.7K$12M+1.91%
Q2 202238.5K$10M+1.77%
Q1 202240.7K$13M+1.90%
Q4 202138.9K$13M+1.97%
Q3 202138.6K$11M+1.86%
Q2 202138.5K$10M+1.76%
Q1 202137.4K$9M+1.57%
Q4 20208.2K$2M+0.34%
Q3 20207.9K$2M+0.34%
Q2 20208.3K$2M+0.38%
Q1 20208.4K$1M+0.34%

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