SEC 13F Intelligence

Lokken Investment Group LLC / MSFT

Lokken Investment Group LLC’s Microsoft Corp Position

Does Lokken Investment Group LLC own Microsoft Corp (MSFT)? Yes — 12.8K shares worth $7M (+2.28% of its 13F portfolio) as of Q3 2025, down from 13.1K shares the prior filed quarter.

Position Value
$7M
Q3 2025
Shares
12.8K
% of Portfolio
+2.28%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $4MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ2 ’25: $7MQ2 ’25Q3 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202512.8K$7M+2.28%
Q2 202513.1K$7M+2.51%
Q1 202512.8K$5M+2.03%
Q4 202413.3K$6M+2.43%
Q3 202413.7K$6M+2.45%
Q2 202413.2K$6M+2.78%
Q1 202412.7K$5M+2.66%
Q4 202312.7K$5M+2.70%
Q3 202312.4K$4M+2.57%
Q2 202312.3K$4M+2.73%
Q1 202312.3K$4M+2.70%
Q4 202212.3K$3M+2.33%
Q3 202212.0K$3M+2.41%
Q2 202212.0K$3M+2.49%
Q1 202211.9K$3M+2.63%
Q4 202112.1K$4M+2.90%
Q3 202112.3K$3M+2.74%
Q2 202112.4K$3M+2.74%
Q1 202111.9K$3M+2.48%
Q4 202012.4K$3M+2.52%

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