SEC 13F Intelligence

My Personal Cfo, LLC / MSFT

My Personal Cfo, LLC’s Microsoft Corp Position

Does My Personal Cfo, LLC own Microsoft Corp (MSFT)? Yes48.2K shares worth $18M (+7.82% of its 13F portfolio) as of Q1 2026, up from 46.3K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
48.2K
% of Portfolio
+7.82%
Quarters Held
17
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $7MQ3 ’22: $5MQ4 ’22: $8MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $10MQ3 ’23Q4 ’23: $10MQ1 ’24: $12MQ2 ’24: $18MQ2 ’24Q3 ’24: $17MQ4 ’24: $18MQ1 ’25: $17MQ1 ’25Q2 ’25: $18MQ3 ’25: $660,956Q4 ’25: $22MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.2K$18M+7.82%
Q4 202546.3K$22M+9.35%
Q3 20251.3K$660,956+0.26%
Q2 202536.3K$18M+8.21%
Q1 202544.7K$17M+8.45%
Q4 202443.0K$18M+9.29%
Q3 202438.4K$17M+9.05%
Q2 202439.8K$18M+9.50%
Q1 202427.8K$12M+6.74%
Q4 202327.6K$10M+6.75%
Q3 202330.8K$10M+7.86%
Q2 202330.0K$10M+8.02%
Q1 202335.3K$10M+8.69%
Q4 202224.3K$8M+7.52%
Q3 202223.3K$5M+8.23%
Q2 202228.9K$7M+9.54%
Q1 202231.2K$10M+9.97%

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