SEC 13F Intelligence

Pullen Investment Management, LLC / MSFT

Pullen Investment Management, LLC’s Microsoft Corp Position

Does Pullen Investment Management, LLC own Microsoft Corp (MSFT)? Yes — 9.0K shares worth $3M (+1.67% of its 13F portfolio) as of Q1 2026, down from 9.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.0K
% of Portfolio
+1.67%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $4MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.0K$3M+1.67%
Q4 20259.1K$4M+2.33%
Q3 20259.1K$5M+2.55%
Q2 20259.0K$4M+2.70%
Q1 20259.0K$3M+2.14%
Q4 20249.5K$4M+2.60%
Q3 20249.6K$4M+3.02%
Q2 20249.7K$4M+3.58%
Q1 20249.6K$4M+3.42%

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