Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership6,420 shares
Latest Disclosed Value $ 2,376,611
Financial Management Professionals, Inc. reports 1.81% increase in ownership of MSFT / Microsoft Corporation

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 6,420 shares of Microsoft Corporation (MX:MSFT) valued at $2,376,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,306 shares of Microsoft Corporation. This represents a change in shares of 1.81% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F Microsoft Stock 594918104 6,420 114 1.81 2,377 -22.07 0.2666
2026-01-27 2025-12-31 13F Microsoft Stock 594918104 6,306 -87 -1.36 3,050 -7.91 0.3145
2025-10-15 2025-09-30 13F Microsoft Stock 594918104 6,393 307 5.04 3,311 9.38 0.3446
2025-07-15 2025-06-30 13F Microsoft Stock 594918104 6,086 537 9.68 3,027 45.32 0.3406
2025-04-10 2025-03-31 13F Microsoft Stock 594918104 5,549 -298 -5.10 2,083 -15.46 0.2661
2025-01-15 2024-12-31 13F Microsoft Stock 594918104 5,847 78 1.35 2,465 123,100.00 0.3116
2024-10-24 2024-09-30 13F Microsoft Stock 594918104 5,769 22 0.38 2 0.00 0.3083
2024-07-12 2024-06-30 13F Microsoft Stock 594918104 5,747 -593 -9.35 3 0.00 0.3526
2024-04-16 2024-03-31 13F Microsoft Stock 594918104 6,340 -76 -1.18 3 0.00 0.3932
2024-01-12 2023-12-31 13F Microsoft Stock 594918104 6,416 -26 -0.40 2 0.00 0.3932
2023-10-13 2023-09-30 13F Microsoft Stock 594918104 6,442 1,953 43.51 2 100.00 0.3577
2023-07-10 2023-06-30 13F Microsoft Stock 594918104 4,489 -272 -5.71 2 0.00 0.2558
2023-04-13 2023-03-31 13F Microsoft Stock 594918104 4,761 1,502 46.09 1 0.2649
2023-01-11 2022-12-31 13F Microsoft Stock 594918104 3,259 169 5.47 1 -100.00 0.1600
2022-10-27 2022-09-30 13F Microsoft Stock 594918104 3,090 -1,393 -31.07 720 -37.45 0.1648
2022-07-12 2022-06-30 13F MICROSOFT COM 594918104 4,483 904 25.26 1,151 4.26 0.2793
2022-04-27 2022-03-31 13F MICROSOFT COM 594918104 3,579 485 15.68 1,104 6.05 0.2394
2022-01-28 2021-12-31 13F MICROSOFT COM 594918104 3,094 -214 -6.47 1,041 11.58 0.2206
2021-11-02 2021-09-30 13F MICROSOFT COM 594918104 3,308 475 16.77 933 21.64 0.2153
2021-08-05 2021-06-30 13F MICROSOFT COM 594918104 2,833 130 4.81 767 20.41 0.1974
2021-04-26 2021-03-31 13F MICROSOFT COM 594918104 2,703 7 0.26 637 6.17 0.1705
2021-02-03 2020-12-31 13F MICROSOFT COM 594918104 2,696 27 1.01 600 6.95 0.1683
2020-10-26 2020-09-30 13F MICROSOFT COM 594918104 2,669 -1,073 -28.67 561 -26.38 0.2001
2020-07-21 2020-06-30 13F MICROSOFT COM 594918104 3,742 1,673 80.86 762 133.74 0.2629
2020-04-24 2020-03-31 13F MICROSOFT COM 594918104 2,069 6 0.29 326 0.31 0.1382
2020-01-21 2019-12-31 13F MICROSOFT COM 594918104 2,063 0 0.00 325 13.24 0.1076
2019-10-11 2019-09-30 13F MICROSOFT COM 594918104 2,063 1,458 240.99 287 254.32 0.1058
2019-07-29 2019-06-30 13F MICROSOFT COM 594918104 605 0 0.00 81 14.08 0.0300
2019-04-22 2019-03-31 13F MICROSOFT COM 594918104 605 -437 -41.94 71 -33.02 0.0285
2019-01-22 2018-12-31 13F MICROSOFT COM 594918104 1,042 0 0.00 106 -10.92 0.0661
2018-10-24 2018-09-30 13F MICROSOFT COM 594918104 1,042 17 1.66 119 17.82 0.0462
2018-08-01 2018-06-30 13F MICROSOFT COM 594918104 1,025 228 28.61 101 38.36 0.0411
2018-05-04 2018-03-31 13F MICROSOFT COM 594918104 797 0 0.00 73 7.35 0.0378
2018-01-19 2017-12-31 13F MICROSOFT COM 594918104 797 -36 -4.32 68 9.68 0.0287
2017-10-19 2017-09-30 13F MICROSOFT COM 594918104 833 -150 -15.26 62 -7.46 0.0272
2017-07-28 2017-06-30 13F MICROSOFT COM 594918104 983 -20 -1.99 67 1.52 0.0304
2017-04-18 2017-03-31 13F MICROSOFT COM 594918104 1,003 150 17.58 66 24.53 0.0337
2017-02-06 2016-12-31 13F MICROSOFT COM 594918104 853 -1,021 -54.48 53 -50.47 0.0276
2016-11-07 2016-09-30 13F MICROSOFT COM 594918104 1,874 -581 -23.67 107 -13.71 0.0555
2016-08-04 2016-06-30 13F MICROSOFT COM 594918104 2,455 -1,399 -36.30 124 -41.51 0.0653
2016-05-04 2016-03-31 13F MICROSOFT COM 594918104 3,854 194 5.30 212 4.95 0.1098
2016-01-28 2015-12-31 13F MICROSOFT COM 594918104 3,660 77 2.15 202 27.04 0.1036
2015-11-03 2015-09-30 13F MICROSOFT COM 594918104 3,583 0 0.00 159 1.27 0.1076
2015-07-30 2015-06-30 13F MICROSOFT COM 594918104 3,583 2,000 126.34 157 145.31 0.0735
2015-05-05 2015-03-31 13F MICROSOFT COM 594918104 1,583 1,583 0.00 64 0.0300
2015-01-29 2014-12-31 13F MICROSOFT COM 594918104 0 -1,577 -100.00 0 -100.00
2014-11-03 2014-09-30 13F MICROSOFT COM 594918104 1,577 -3 -0.19 73 12.31 0.0498
2014-08-01 2014-06-30 13F MICROSOFT COM 594918104 1,580 -1,997 -55.83 65 -55.78 0.0431
2014-05-06 2014-03-31 13F MICROSOFT COM 594918104 3,577 0 0.00 147 9.70 0.1010
2014-01-23 2013-12-31 13F MICROSOFT COM 594918104 3,577 -400 -10.06 134 1.52 0.0904
2013-10-30 2013-09-30 13F MICROSOFT COM 594918104 3,977 0 0.00 132 -3.65 0.0817
2013-08-08 2013-06-30 13F MICROSOFT COM 594918104 3,977 3,977 137 0.1007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.