SEC 13F Intelligence

Financial Perspectives, Inc / MSFT

Financial Perspectives, Inc’s Microsoft Corp Position

Does Financial Perspectives, Inc own Microsoft Corp (MSFT)? Yes — 33.4K shares worth $12M (+3.45% of its 13F portfolio) as of Q1 2026, up from 33.2K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
33.4K
% of Portfolio
+3.45%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ2 ’24Q3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $17MQ2 ’25Q3 ’25: $17MQ4 ’25: $16MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.4K$12M+3.45%
Q4 202533.2K$16M+4.33%
Q3 202533.3K$17M+4.78%
Q2 202533.7K$17M+5.06%
Q1 202533.1K$12M+4.26%
Q4 202433.5K$14M+4.75%
Q3 202433.0K$14M+4.92%
Q2 202433.0K$15M+5.45%
Q1 202433.0K$14M+5.26%
Q4 202333.1K$12M+5.05%

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