Mendel Capital Management LLC / MSFT
Mendel Capital Management LLC’s Microsoft Corp Position
Does Mendel Capital Management LLC own Microsoft Corp (MSFT)? Yes — 10.7K shares worth $4M (+1.99% of its 13F portfolio) as of Q1 2026, down from 10.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
10.7K
% of Portfolio
+1.99%
Quarters Held
17
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 10.7K | $4M | +1.99% |
| Q3 2025 | 10.8K | $6M | +2.94% |
| Q2 2025 | 10.7K | $5M | +3.04% |
| Q1 2025 | 10.8K | $4M | +2.45% |
| Q4 2024 | 11.0K | $5M | +2.80% |
| Q3 2024 | 11.3K | $5M | +2.99% |
| Q2 2024 | 11.7K | $5M | +3.39% |
| Q1 2024 | 11.8K | $5M | +3.28% |
| Q4 2023 | 12.1K | $5M | +3.28% |
| Q3 2023 | 11.3K | $4M | +2.93% |
| Q2 2023 | 11.8K | $4M | +3.22% |
| Q1 2023 | 11.9K | $3M | +3.10% |
| Q4 2022 | 11.9K | $3M | +2.96% |
| Q3 2022 | 11.1K | $3M | +3.04% |
| Q2 2022 | 10.4K | $3M | +3.00% |
| Q1 2022 | 10.5K | $3M | +3.07% |
| Q4 2021 | 10.4K | $3M | +3.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mendel Capital Management LLC’s full portfolio or all institutional holders of MSFT.