SEC 13F Intelligence

Mcbroom & Associates, LLC / MSFT

Mcbroom & Associates, LLC’s Microsoft Corp Position

Does Mcbroom & Associates, LLC own Microsoft Corp (MSFT)? Yes18.0K shares worth $7M (+3.72% of its 13F portfolio) as of Q1 2026, down from 19.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
18.0K
% of Portfolio
+3.72%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.0K$7M+3.72%
Q4 202519.8K$10M+4.65%
Q3 202519.6K$10M+4.83%
Q2 202519.7K$7M+4.23%
Q1 202519.7K$7M+4.23%
Q4 202419.8K$8M+4.72%
Q3 202419.1K$8M+5.02%
Q2 202418.7K$8M+5.24%
Q1 202418.5K$8M+5.12%
Q4 202319.4K$7M+5.32%
Q3 202319.8K$6M+4.97%
Q2 202319.1K$7M+5.14%
Q1 202319.0K$5M+4.89%
Q4 202218.7K$4M+4.87%
Q3 202219.1K$4M+5.01%
Q2 202219.5K$5M+5.45%
Q1 202219.6K$6M+5.36%
Q4 202120.2K$7M+5.12%

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