SEC 13F Intelligence

Fortune Financial Advisors, LLC / MSFT

Fortune Financial Advisors, LLC’s Microsoft Corp Position

Does Fortune Financial Advisors, LLC own Microsoft Corp (MSFT)? Yes — 10.2K shares worth $4M (+1.92% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.2K
% of Portfolio
+1.92%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$4M+1.92%
Q4 20257.3K$4M+2.37%
Q3 20257.1K$4M+2.78%
Q2 20257.0K$3M+2.81%
Q1 20256.9K$3M+2.23%
Q4 20246.4K$3M+2.44%
Q3 20246.3K$3M+2.46%
Q2 202418.8K$8M+5.16%
Q1 202418.0K$8M+4.79%
Q4 202316.7K$6M+4.38%
Q3 202316.2K$5M+3.91%
Q2 202316.1K$5M+4.13%

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