SEC 13F Intelligence

Coastwise Capital Group, LLC / MSFT

Coastwise Capital Group, LLC’s Microsoft Corp Position

Does Coastwise Capital Group, LLC own Microsoft Corp (MSFT)? Yes14.5K shares worth $5M (+2.97% of its 13F portfolio) as of Q1 2026, up from 11.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.5K
% of Portfolio
+2.97%
Quarters Held
16
currently held

Position History MSFT

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$5M+2.97%
Q4 202511.2K$5M+2.72%
Q3 202511.1K$6M+4.03%
Q2 202511.0K$5M+4.35%
Q1 202510.8K$4M+3.42%
Q4 20248.4K$4M+2.81%
Q3 20247.7K$3M+2.73%
Q2 20246.7K$3M+2.86%
Q1 20246.8K$3M+2.63%
Q4 20236.9K$3M+2.64%
Q3 20236.8K$2M+2.48%
Q2 20236.1K$2M+2.34%
Q1 20238.0K$2M+2.64%
Q4 20227.0K$2M+2.00%
Q3 20226.4K$1M+2.37%
Q2 20226.3K$2M+1.96%

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