SEC 13F Intelligence

Financial Partners Group, LLC / MSFT

Financial Partners Group, LLC’s Microsoft Corp Position

Does Financial Partners Group, LLC own Microsoft Corp (MSFT)? Yes — 28.8K shares worth $14M (+5.18% of its 13F portfolio) as of Q2 2025, up from 28.7K shares the prior filed quarter.

Position Value
$14M
Q2 2025
Shares
28.8K
% of Portfolio
+5.18%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ2 ’23Q3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ2 ’24Q3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $11MQ2 ’25: $14MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202528.8K$14M+5.18%
Q1 202528.7K$11M+4.68%
Q4 202429.9K$13M+5.23%
Q3 202430.4K$13M+4.91%
Q2 202430.4K$14M+5.28%
Q1 202430.6K$13M+4.99%
Q4 202330.7K$12M+5.23%
Q3 202330.7K$10M+4.66%
Q2 202331.0K$11M+5.32%
Q1 202331.3K$9M+4.73%
Q4 202231.1K$7M+4.41%

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