SEC 13F Intelligence

Birch Financial Group, LLC / MSFT

Birch Financial Group, LLC’s Microsoft Corp Position

Does Birch Financial Group, LLC own Microsoft Corp (MSFT)? Yes10.3K shares worth $4M (+2.23% of its 13F portfolio) as of Q1 2026, up from 9.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.3K
% of Portfolio
+2.23%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$4M+2.23%
Q4 20259.6K$5M+2.64%
Q3 20258.1K$3M+3.85%

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