SEC 13F Intelligence

Concord Wealth Partners / MSFT

Concord Wealth Partners’s Microsoft Corp Position

Does Concord Wealth Partners own Microsoft Corp (MSFT)? Yes — 41.2K shares worth $15M (+1.98% of its 13F portfolio) as of Q1 2026, up from 40.7K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
41.2K
% of Portfolio
+1.98%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $3MQ3 ’21Q4 ’21: $6MQ1 ’22: $6MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $9MQ4 ’23: $12MQ4 ’23Q1 ’24: $12MQ2 ’24: $17MQ3 ’24: $18MQ3 ’24Q4 ’24: $18MQ1 ’25: $15MQ2 ’25: $19MQ2 ’25Q3 ’25: $20MQ4 ’25: $20MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.2K$15M+1.98%
Q4 202540.7K$20M+2.56%
Q3 202538.9K$20M+2.78%
Q2 202539.0K$19M+2.83%
Q1 202540.5K$15M+2.49%
Q4 202443.8K$18M+3.03%
Q3 202441.7K$18M+3.00%
Q2 202438.9K$17M+3.07%
Q1 202431.4K$12M+2.36%
Q4 202331.4K$12M+2.36%
Q3 202327.7K$9M+1.86%
Q2 202324.6K$8M+1.80%
Q1 202319.6K$6M+1.61%
Q4 202218.7K$4M+1.35%
Q3 202223.0K$5M+1.70%
Q2 202223.3K$6M+1.64%
Q1 202219.8K$6M+1.58%
Q4 202118.8K$6M+1.54%
Q3 202111.9K$3M+1.37%
Q2 202116.7K$5M+1.30%
Q1 202116.7K$4M+1.32%
Q4 202014.0K$3M+2.41%

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