SEC 13F Intelligence

Concorde Financial Corp / MSFT

Concorde Financial Corp’s Microsoft Corp Position

Does Concorde Financial Corp own Microsoft Corp (MSFT)? Yes12.3K shares worth $5M (+3.58% of its 13F portfolio) as of Q1 2026, up from 12.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.3K
% of Portfolio
+3.58%
Quarters Held
17
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $12MQ4 ’21Q1 ’22: $8MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $1MQ3 ’23Q4 ’23: $6MQ1 ’24: $1MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.3K$5M+3.58%
Q4 202512.1K$5M+3.85%
Q3 202512.2K$6M+3.50%
Q2 202512.3K$6M+3.61%
Q1 202515.0K$6M+3.10%
Q4 202415.1K$6M+3.80%
Q3 202415.1K$7M+3.83%
Q2 202415.2K$7M+4.47%
Q1 20242.9K$1M+1.11%
Q4 202316.7K$6M+4.31%
Q3 20233.2K$1M+1.72%
Q2 202317.1K$6M+3.80%
Q1 202319.5K$6M+4.10%
Q4 202226.9K$6M+4.22%
Q3 202226.9K$6M+4.23%
Q1 202227.5K$8M+4.76%
Q4 202135.1K$12M+7.29%

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