SEC 13F Intelligence

Patrick M Sweeney & Associates, Inc / MSFT

Patrick M Sweeney & Associates, Inc’s Microsoft Corp Position

Does Patrick M Sweeney & Associates, Inc own Microsoft Corp (MSFT)? Yes — 10.3K shares worth $4M (+2.44% of its 13F portfolio) as of Q1 2026, up from 10.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.3K
% of Portfolio
+2.44%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$4M+2.44%
Q4 202510.3K$5M+3.11%
Q3 202510.4K$5M+3.50%
Q2 202510.5K$5M+3.59%
Q1 202510.4K$4M+2.91%
Q4 202410.4K$4M+3.30%
Q3 202410.5K$5M+3.31%
Q2 202410.3K$5M+3.71%
Q1 20249.9K$4M+3.44%
Q4 20239.9K$4M+3.42%

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