SEC 13F Intelligence

Mfa Wealth Services / MSFT

Mfa Wealth Services’s Microsoft Corp Position

Does Mfa Wealth Services own Microsoft Corp (MSFT)? Yes — 5.3K shares worth $2M (+1.31% of its 13F portfolio) as of Q1 2026, up from 5.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+1.31%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$2M+1.31%
Q4 20255.2K$2M+1.69%
Q3 20255.1K$3M+1.82%
Q2 20255.0K$2M+1.88%
Q1 20254.9K$2M+1.51%
Q4 20245.2K$2M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mfa Wealth Services’s full portfolio or all institutional holders of MSFT.