SEC 13F Intelligence

Lewis Asset Management, LLC / MSFT

Lewis Asset Management, LLC’s Microsoft Corp Position

Does Lewis Asset Management, LLC own Microsoft Corp (MSFT)? Yes — 14.4K shares worth $5M (+2.18% of its 13F portfolio) as of Q1 2026, up from 14.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.4K
% of Portfolio
+2.18%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.4K$5M+2.18%
Q4 202514.3K$7M+2.81%
Q3 202515.5K$8M+3.30%
Q2 202514.1K$7M+3.31%
Q1 202510.1K$4M+3.13%
Q4 20249.8K$4M+3.16%
Q3 202411.9K$5M+3.73%
Q2 202414.7K$7M+5.02%
Q1 202414.6K$6M+5.06%
Q4 202314.5K$5M+5.02%

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