SEC 13F Intelligence

Carter Financial Group, Inc. / MSFT

Carter Financial Group, Inc.’s Microsoft Corp Position

Does Carter Financial Group, Inc. own Microsoft Corp (MSFT)? Yes — 6.6K shares worth $2M (+1.50% of its 13F portfolio) as of Q1 2026, down from 7.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.6K
% of Portfolio
+1.50%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.6K$2M+1.50%
Q4 20257.0K$3M+1.99%
Q3 20256.9K$4M+2.15%
Q2 20256.7K$3M+2.17%
Q1 20224.5K$1M+1.86%

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