Greystone Financial Group, LLC / MSFT
Greystone Financial Group, LLC’s Microsoft Corp Position
Does Greystone Financial Group, LLC own Microsoft Corp (MSFT)? Yes — 18.6K shares worth $7M (+1.95% of its 13F portfolio) as of Q1 2026, down from 34.7K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
18.6K
% of Portfolio
+1.95%
Quarters Held
22
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.6K | $7M | +1.95% |
| Q4 2025 | 34.7K | $17M | +2.62% |
| Q3 2025 | 35.0K | $18M | +2.81% |
| Q2 2025 | 35.8K | $18M | +2.94% |
| Q1 2025 | 38.0K | $14M | +2.59% |
| Q4 2024 | 35.8K | $15M | +2.63% |
| Q3 2024 | 33.6K | $14M | +2.59% |
| Q2 2024 | 32.7K | $15M | +2.86% |
| Q1 2024 | 32.4K | $14M | +2.72% |
| Q4 2023 | 36.3K | $14M | +3.16% |
| Q3 2023 | 39.0K | $12M | +3.07% |
| Q2 2023 | 42.5K | $14M | +3.36% |
| Q1 2023 | 55.7K | $16M | +4.05% |
| Q4 2022 | 47.4K | $11M | +3.34% |
| Q3 2022 | 48.7K | $11M | +3.85% |
| Q2 2022 | 34.2K | $9M | +2.74% |
| Q1 2022 | 30.1K | $9M | +2.34% |
| Q4 2021 | 27.5K | $9M | +2.22% |
| Q3 2021 | 22.8K | $6M | +1.91% |
| Q2 2021 | 31.7K | $9M | +2.14% |
| Q1 2021 | 30.2K | $7M | +1.87% |
| Q4 2020 | 35.5K | $9M | +2.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of MSFT.