SEC 13F Intelligence

Elm3 Financial Group, LLC / MSFT

Elm3 Financial Group, LLC’s Microsoft Corp Position

Does Elm3 Financial Group, LLC own Microsoft Corp (MSFT)? Yes — 10.0K shares worth $4M (+3.12% of its 13F portfolio) as of Q1 2026, down from 10.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.0K
% of Portfolio
+3.12%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.0K$4M+3.12%
Q4 202510.1K$5M+4.06%
Q3 202510.5K$5M+4.46%
Q2 202511.2K$6M+4.65%
Q1 202511.9K$4M+3.92%
Q4 202412.9K$5M+4.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of MSFT.