Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionMonument Capital Management
Latest Disclosed Ownership30,529 shares
Latest Disclosed Value $ 11,300,952
Monument Capital Management reports 1.54% decrease in ownership of MSFT / Microsoft Corporation

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 30,529 shares of Microsoft Corporation (MX:MSFT) valued at $11,300,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 31,005 shares of Microsoft Corporation. This represents a change in shares of -1.54% 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 COM 594918104 30,529 -476 -1.54 11,301 -24.64 2.8316
2026-01-26 2025-12-31 13F MICROSOFT COM 594918104 31,005 110 0.36 14,995 -6.30 3.7303
2025-10-14 2025-09-30 13F MICROSOFT COM 594918104 30,895 -226 -0.73 16,002 3.37 4.0007
2025-07-24 2025-06-30 13F MICROSOFT COM 594918104 31,121 189 0.61 15,480 33.32 4.0324
2025-04-25 2025-03-31 13F MICROSOFT COM 594918104 30,932 -489 -1.56 11,612 -12.32 3.5700
2025-01-31 2024-12-31 13F MICROSOFT COM 594918104 31,421 1,488 4.97 13,244 2.83 3.6520
2024-10-15 2024-09-30 13F MICROSOFT COM 594918104 29,933 -577 -1.89 12,880 -5.55 3.5622
2024-07-22 2024-06-30 13F MICROSOFT COM 594918104 30,510 -334 -1.08 13,636 5.09 4.0116
2024-04-19 2024-03-31 13F MICROSOFT COM 594918104 30,844 -420 -1.34 12,977 10.38 3.7398
2024-02-01 2023-12-31 13F MICROSOFT COM 594918104 31,264 806 2.65 11,756 22.24 3.7835
2023-10-25 2023-09-30 13F MICROSOFT COM 594918104 30,458 351 1.17 9,617 -6.19 3.2276
2023-07-18 2023-06-30 13F MICROSOFT COM 594918104 30,107 858 2.93 10,253 21.58 3.2686
2023-04-21 2023-03-31 13F MICROSOFT COM 594918104 29,249 3,006 11.45 8,432 33.99 2.8222
2023-01-27 2022-12-31 13F MICROSOFT COM 594918104 26,243 498 1.93 6,294 4.95 2.1520
2022-11-07 2022-09-30 13F MICROSOFT COM 594918104 25,745 17 0.07 5,996 -9.26 2.2485
2022-07-20 2022-06-30 13F MICROSOFT COM 594918104 25,728 845 3.40 6,608 -13.87 2.4924
2022-04-14 2022-03-31 13F MICROSOFT COM 594918104 24,883 1,259 5.33 7,672 -3.44 2.4880
2022-01-18 2021-12-31 13F MICROSOFT COM 594918104 23,624 -12 -0.05 7,945 19.24 2.4654
2021-10-22 2021-09-30 13F MICROSOFT COM 594918104 23,636 48 0.20 6,663 4.27 2.2653
2021-07-27 2021-06-30 13F MICROSOFT COM 594918104 23,588 19 0.08 6,390 14.99 2.2121
2021-04-12 2021-03-31 13F MICROSOFT COM 594918104 23,569 754 3.30 5,557 9.50 2.2280
2021-01-15 2020-12-31 13F MICROSOFT COM 594918104 22,815 24 0.11 5,075 5.86 2.3452
2020-10-23 2020-09-30 13F MICROSOFT COM 594918104 22,791 1,187 5.49 4,794 9.03 2.5280
2020-07-16 2020-06-30 13F MICROSOFT COM 594918104 21,604 1,388 6.87 4,397 37.92 2.5864
2020-04-14 2020-03-31 13F MICROSOFT COM 594918104 20,216 226 1.13 3,188 1.14 2.2920
2020-01-14 2019-12-31 13F MICROSOFT COM 594918104 19,990 -403 -1.98 3,152 11.18 1.6079
2019-10-21 2019-09-30 13F MICROSOFT COM 594918104 20,393 2,489 13.90 2,835 16.71 1.5381
2019-07-23 2019-06-30 13F MICROSOFT COM 594918104 17,904 60 0.34 2,429 15.39 1.3093
2019-04-10 2019-03-31 13F MICROSOFT COM 594918104 17,844 -40 -0.22 2,105 15.91 1.1977
2019-01-15 2018-12-31 13F MICROSOFT COM 594918104 17,884 0 0.00 1,816 -11.20 1.1341
2018-11-13 2018-09-30 13F/A-1 MICROSOFT COM 594918104 17,884 17,800 21,190.48 2,045 25,462.50 1.1491
2018-10-11 2018-09-30 13F MICROSOFT COM 594918104 17,800 17,716 2,036
2018-07-17 2018-06-30 13F MICROSOFT COM 594918104 84 0 0.00 8 14.29 0.0055
2018-04-17 2018-03-31 13F MICROSOFT COM 594918104 84 0 0.00 7 0.00 0.0048
2018-02-05 2017-12-31 13F MICROSOFT COM 594918104 84 84 7 0.0049
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.