SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / MSFT

Householder Group Estate & Retirement Specialist, LLC’s Microsoft Corp Position

Does Householder Group Estate & Retirement Specialist, LLC own Microsoft Corp (MSFT)? Yes — 5.0K shares worth $2M (+1.58% of its 13F portfolio) as of Q4 2024, down from 10.4K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
5.0K
% of Portfolio
+1.58%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q1 ’23: $2MQ3 ’23: $3MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $4MQ3 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.0K$2M+1.58%
Q3 202410.4K$4M+1.30%
Q2 202413.4K$6M+1.68%
Q1 202412.5K$5M+1.56%
Q4 202312.0K$5M+1.49%
Q3 20239.5K$3M+1.08%
Q1 20238.4K$2M+0.93%
Q3 20227.9K$2M+0.76%
Q2 20227.6K$2M+0.87%
Q1 20227.7K$2M+0.96%

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