SEC 13F Intelligence

Csm Advisors, LLC / MSFT

Csm Advisors, LLC’s Microsoft Corp Position

Does Csm Advisors, LLC own Microsoft Corp (MSFT)? Yes — 239.9K shares worth $88,816 (+2.18% of its 13F portfolio) as of Q1 2026, up from 82.9K shares the prior filed quarter.

Position Value
$88,816
Q1 2026
Shares
239.9K
% of Portfolio
+2.18%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $48MQ1 ’21Q2 ’21: $53MQ3 ’21: $54MQ4 ’21: $63MQ4 ’21Q1 ’22: $50MQ2 ’22: $43MQ3 ’22: $34MQ3 ’22Q4 ’22: $30,101Q1 ’23: $35,330Q2 ’23: $38,944Q2 ’23Q3 ’23: $34,893Q4 ’23: $41,808Q1 ’24: $45,599Q1 ’24Q2 ’24: $47,258Q3 ’24: $42,481Q4 ’24: $80,672Q4 ’24Q1 ’25: $31,387Q2 ’25: $43,321Q3 ’25: $40,716Q3 ’25Q4 ’25: $40,112Q1 ’26: $88,816filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026239.9K$88,816+2.18%
Q4 202582.9K$40,112+1.09%
Q3 202578.6K$40,716+1.14%
Q2 202587.1K$43,321+1.26%
Q1 202583.6K$31,387+1.71%
Q4 2024191.4K$80,672+2.21%
Q3 202498.7K$42,481+2.77%
Q2 2024105.7K$47,258+3.33%
Q1 2024108.4K$45,599+2.99%
Q4 2023111.2K$41,808+3.01%
Q3 2023110.5K$34,893+3.04%
Q2 2023114.4K$38,944+2.94%
Q1 2023122.5K$35,330+3.05%
Q4 2022125.5K$30,101+2.87%
Q3 2022147.3K$34M+3.75%
Q2 2022166.4K$43M+3.91%
Q1 2022163.7K$50M+3.45%
Q4 2021186.5K$63M+4.15%
Q3 2021191.6K$54M+3.99%
Q2 2021194.3K$53M+3.48%
Q1 2021204.2K$48M+6.77%

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