Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership1,446 shares
Latest Disclosed Value $ 535,109
Youngs Advisory Group, Inc. reports 3.06% increase in ownership of MSFT / Microsoft Corporation

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 1,446 shares of Microsoft Corporation (MX:MSFT) valued at $535,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,403 shares of Microsoft Corporation. This represents a change in shares of 3.06% 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)
2026-04-22 2026-03-31 13F MICROSOFT COM 594918104 1,446 43 3.06 535 -21.09 0.1901
2026-01-14 2025-12-31 13F MICROSOFT COM 594918104 1,403 5 0.36 679 -6.35 0.2415
2025-10-22 2025-09-30 13F MICROSOFT COM 594918104 1,398 -60 -4.12 724 -0.28 0.2577
2025-07-17 2025-06-30 13F MICROSOFT COM 594918104 1,458 -964 -39.80 726 -20.13 0.2759
2025-05-09 2025-03-31 13F MICROSOFT COM 594918104 2,422 718 42.14 909 26.60 0.3786
2025-02-13 2024-12-31 13F MICROSOFT COM 594918104 1,704 80 4.93 718 2.87 0.3044
2024-11-07 2024-09-30 13F MICROSOFT COM 594918104 1,624 93 6.07 699 2.05 0.2897
2024-07-19 2024-06-30 13F MICROSOFT COM 594918104 1,531 49 3.31 684 9.79 0.3003
2024-05-06 2024-03-31 13F MICROSOFT COM 594918104 1,482 -93 -5.90 623 5.24 0.2784
2024-01-31 2023-12-31 13F MICROSOFT COM 594918104 1,575 -399 -20.21 592 -4.98 0.2967
2023-11-03 2023-09-30 13F MICROSOFT COM 594918104 1,974 -33 -1.64 624 -8.78 0.3390
2023-08-10 2023-06-30 13F MICROSOFT COM 594918104 2,007 14 0.70 683 18.99 0.3721
2023-05-03 2023-03-31 13F MICROSOFT COM 594918104 1,993 -261 -11.58 575 6.30 0.3220
2023-01-25 2022-12-31 13F MICROSOFT COM 594918104 2,254 198 9.63 541 12.73 0.3192
2022-10-18 2022-09-30 13F MICROSOFT COM 594918104 2,056 23 1.13 479 -8.24 0.3082
2022-07-13 2022-06-30 13F MICROSOFT COM 594918104 2,033 -324 -13.75 522 -28.20 0.3204
2022-04-29 2022-03-31 13F MICROSOFT COM 594918104 2,357 239 11.28 727 2.11 0.4194
2022-01-26 2021-12-31 13F MICROSOFT COM 594918104 2,118 0 0.00 712 19.26 0.4492
2021-10-15 2021-09-30 13F MICROSOFT COM 594918104 2,118 54 2.62 597 6.80 0.4502
2021-07-21 2021-06-30 13F MICROSOFT COM 594918104 2,064 219 11.87 559 28.51 0.5960
2021-04-14 2021-03-31 13F MICROSOFT COM 594918104 1,845 166 9.89 435 16.31 0.5435
2021-01-19 2020-12-31 13F MICROSOFT COM 594918104 1,679 335 24.93 374 32.16 0.5053
2020-10-22 2020-09-30 13F MICROSOFT COM 594918104 1,344 11 0.83 283 4.43 0.5231
2020-07-28 2020-06-30 13F MICROSOFT COM 594918104 1,333 61 4.80 271 34.83 0.5500
2020-04-28 2020-03-31 13F MICROSOFT COM 594918104 1,272 1,272 201 0.2287
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.