SEC 13F Intelligence

Goodman Advisory Group, LLC / MSFT

Goodman Advisory Group, LLC’s Microsoft Corp Position

Does Goodman Advisory Group, LLC own Microsoft Corp (MSFT)? Yes22.9K shares worth $8M (+2.20% of its 13F portfolio) as of Q1 2026, down from 25.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
22.9K
% of Portfolio
+2.20%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $3,853Q1 ’23: $8MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ1 ’24: $11MQ1 ’24Q2 ’24: $13MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ3 ’25: $13MQ3 ’25Q4 ’25: $12MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.9K$8M+2.20%
Q4 202525.0K$12M+2.98%
Q3 202524.7K$13M+3.19%
Q2 202523.5K$12M+3.98%
Q1 202526.1K$10M+2.99%
Q4 202430.4K$13M+3.78%
Q3 202428.8K$12M+3.53%
Q2 202428.4K$13M+3.79%
Q1 202425.2K$11M+3.37%
Q4 202324.9K$9M+3.19%
Q3 202326.1K$8M+3.08%
Q2 202323.1K$8M+2.92%
Q1 202326.8K$8M+4.21%
Q4 202216.1K$3,853+2.24%
Q3 202215.1K$4M+1.92%
Q2 202219.5K$5M+2.24%
Q1 202226.6K$8M+2.83%
Q4 202125.0K$8M+2.84%

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