Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership12,360 shares
Latest Disclosed Value $ 4,575,169
Midwest Professional Planners, LTD. reports 0.93% decrease in ownership of MSFT / Microsoft Corporation

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 12,360 shares of Microsoft Corporation (MX:MSFT) valued at $4,575,169 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,476 shares of Microsoft Corporation. This represents a change in shares of -0.93% 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)
2026-05-05 2026-03-31 13F MICROSOFT COM 594918104 12,360 -116 -0.93 4,575 -24.17 1.0777
2026-02-06 2025-12-31 13F MICROSOFT COM 594918104 12,476 -265 -2.08 6,034 -8.58 1.4293
2025-11-04 2025-09-30 13F MICROSOFT COM 594918104 12,741 -199 -1.54 6,599 2.53 1.6101
2025-08-11 2025-06-30 13F MICROSOFT COM 594918104 12,940 -131 -1.00 6,436 31.19 1.6947
2025-05-02 2025-03-31 13F MICROSOFT COM 594918104 13,071 -716 -5.19 4,907 -15.57 1.5269
2025-02-10 2024-12-31 13F MICROSOFT COM 594918104 13,787 519 3.91 5,811 1.79 1.7353
2024-11-14 2024-09-30 13F MICROSOFT COM 594918104 13,268 806 6.47 5,709 2.51 1.7453
2024-08-06 2024-06-30 13F MICROSOFT COM 594918104 12,462 699 5.94 5,570 12.55 1.8614
2024-05-09 2024-03-31 13F MICROSOFT COM 594918104 11,763 3,022 34.57 4,949 50.58 1.7361
2024-02-15 2023-12-31 13F MICROSOFT COM 594918104 8,741 509 6.18 3,287 26.43 1.3103
2024-02-15 2023-12-31 13F MICROSOFT COM 594918104 8,741 3,287
2023-11-13 2023-09-30 13F MICROSOFT COM 594918104 8,232 -155 -1.85 2,599 -8.97 1.1689
2023-08-07 2023-06-30 13F MICROSOFT COM 594918104 8,387 981 13.25 2,856 33.72 1.2510
2023-05-15 2023-03-31 13F MICROSOFT COM 594918104 7,406 -2,248 -23.29 2,135 -7.78 1.0445
2023-02-10 2022-12-31 13F MICROSOFT COM 594918104 9,654 428 4.64 2,315 7.72 1.2814
2022-11-10 2022-09-30 13F MICROSOFT COM 594918104 9,226 584 6.76 2,149 -3.15 1.2823
2022-08-09 2022-06-30 13F MICROSOFT COM 594918104 8,642 379 4.59 2,219 -12.91 1.2516
2022-05-11 2022-03-31 13F MICROSOFT COM 594918104 8,263 475 6.10 2,548 -2.71 1.2534
2022-02-10 2021-12-31 13F MICROSOFT COM 594918104 7,788 98 1.27 2,619 20.80 1.2723
2021-11-08 2021-09-30 13F MICROSOFT COM 594918104 7,690 -11 -0.14 2,168 3.93 1.1499
2021-08-10 2021-06-30 13F MICROSOFT COM 594918104 7,701 7,701 2,086 1.0868
2021-05-17 2021-03-31 13F MICROSOFT COM 594918104 0 -7,475 -100.00 0 -100.00
2021-03-11 2020-12-31 13F MICROSOFT COM 594918104 7,475 7,475 1,663 1.0247
2020-05-05 2020-03-31 13F 3M COM 594918104 0 -1,352 -100.00 0 -100.00
2020-02-11 2019-12-31 13F 3M COM 594918104 1,352 -2,594 -65.74 239 -56.47 0.1952
2019-11-14 2019-09-30 13F Microsoft COM 594918104 3,946 400 11.28 549 15.58 0.4911
2019-08-12 2019-06-30 13F Microsoft COM 594918104 3,546 64 1.84 475 15.57 0.4406
2019-05-08 2019-03-31 13F Microsoft COM 594918104 3,482 3,482 -1.80 411 -13.47 0.3968
2018-11-13 2018-09-30 13F Microsoft COM 594918104 0 -260 -100.00 0 -100.00
2018-08-10 2018-06-30 13F Microsoft COM 594918104 260 0 0.00 26 8.33 0.0232
2018-05-15 2018-03-31 13F Microsoft COM 594918104 260 -54 -17.20 24 -11.11 0.0216
2018-02-12 2017-12-31 13F MICROSOFT CORP COM COM 594918104 314 314 27 0.0247
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.