SEC 13F Intelligence

Joseph Group Capital Management / MSFT

Joseph Group Capital Management’s Microsoft Corp Position

Does Joseph Group Capital Management own Microsoft Corp (MSFT)? Yes17.9K shares worth $7M (+1.66% of its 13F portfolio) as of Q1 2026, up from 13.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
17.9K
% of Portfolio
+1.66%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$7M+1.66%
Q4 202513.0K$6M+1.65%
Q3 202511.8K$6M+1.73%
Q2 202511.6K$6M+1.93%
Q1 202512.5K$5M+1.80%
Q4 202410.6K$4M+1.75%
Q3 20249.4K$4M+1.54%
Q2 20247.7K$3M+1.78%
Q1 20247.3K$3M+1.54%
Q4 20236.4K$2M+1.39%
Q3 20236.4K$2M+1.45%
Q2 20236.5K$2M+1.87%
Q1 20236.5K$2M+1.64%
Q4 20225.7K$1M+1.30%
Q3 20225.8K$1M+1.48%
Q2 20225.3K$1M+1.35%
Q1 20224.8K$1M+1.50%
Q4 20214.6K$2M+1.48%

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