Microsoft Corporation
CH ˙ SWX ˙ US5949181045
SecurityCH:MSFT / Microsoft Corporation
InstitutionBouchey Financial Group Ltd
Latest Disclosed Ownership14,285 shares
Latest Disclosed Value $ 5,329,487
Bouchey Financial Group Ltd reports 0.15% decrease in ownership of MSFT / Microsoft Corporation

On April 13, 2026 - Bouchey Financial Group Ltd filed a 13F-HR form disclosing ownership of 14,285 shares of Microsoft Corporation (CH:MSFT) valued at $5,329,487 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 14,306 shares of Microsoft Corporation. This represents a change in shares of -0.15% 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)
2026-04-13 2026-03-31 13F MICROSOFT COM 594918104 14,285 -21 -0.15 5,329 -22.97 0.3910
2026-01-16 2025-12-31 13F MICROSOFT COM 594918104 14,306 434 3.13 6,918 -3.70 0.5188
2025-11-12 2025-09-30 13F MICROSOFT COM 594918104 13,872 163 1.19 7,185 5.35 0.5538
2025-08-08 2025-06-30 13F MICROSOFT COM 594918104 13,709 438 3.30 6,819 36.90 0.5669
2025-05-09 2025-03-31 13F MICROSOFT COM 594918104 13,271 898 7.26 4,982 -4.49 0.4493
2025-02-05 2024-12-31 13F MICROSOFT COM 594918104 12,373 531 4.48 5,215 2.36 0.4557
2024-10-24 2024-09-30 13F MICROSOFT COM 594918104 11,842 37 0.31 5,096 -3.43 0.4555
2024-07-12 2024-06-30 13F MICROSOFT COM 594918104 11,805 391 3.43 5,276 9.87 0.5012
2024-04-23 2024-03-31 13F MICROSOFT COM 594918104 11,414 79 0.70 4,802 12.67 0.4726
2024-01-18 2023-12-31 13F MICROSOFT COM 594918104 11,335 292 2.64 4,262 22.26 0.4566
2023-10-24 2023-09-30 13F MICROSOFT COM 594918104 11,043 537 5.11 3,487 -2.54 0.4274
2023-07-13 2023-06-30 13F MICROSOFT COM 594918104 10,506 168 1.63 3,578 20.03 0.4329
2023-05-02 2023-03-31 13F MICROSOFT COM 594918104 10,338 -239 -2.26 2,980 17.51 0.3936
2023-01-24 2022-12-31 13F MICROSOFT COM 594918104 10,577 412 4.05 2,537 7.14 0.3653
2022-10-27 2022-09-30 13F MICROSOFT COM 594918104 10,165 -362 -3.44 2,367 -12.46 0.3461
2022-07-27 2022-06-30 13F/A-1 Microsoft Com 594918104 10,527 38 0.36 2,704 -16.39 0.4336
2022-07-26 2022-06-30 13F MICROSOFT COM 594918104 6,355 -4,134 1,631 0.9581
2022-05-06 2022-03-31 13F Microsoft Com 594918104 10,489 -514 -4.67 3,234 -12.62 0.4339
2022-02-11 2021-12-31 13F Microsoft Com 594918104 11,003 39 0.36 3,701 19.73 0.4972
2021-11-15 2021-09-30 13F Microsoft COM 594918104 10,964 1,082 10.95 3,091 15.47 0.4293
2021-08-24 2021-06-30 13F/A-1 Microsoft COM 594918104 9,882 -510 -4.91 2,677 9.27 0.4259
2021-08-12 2021-06-30 13F MICROSOFT CORP COM Stock 594918104 3,031 -7,361 821 0.9030
2021-05-04 2021-03-31 13F Microsoft COM 594918104 10,392 515 5.21 2,450 11.52 0.3953
2021-02-10 2020-12-31 13F Microsoft COM 594918104 9,877 55 0.56 2,197 6.34 0.3769
2020-11-19 2020-09-30 13F/A-1 Microsoft COM 594918104 9,822 276 2.89 2,066 6.33 0.4001
2020-10-23 2020-09-30 13F Microsoft COM 594918104 9,822 276 2,066 504,626.1468
2020-07-28 2020-06-30 13F MICROSOFT COM 594918104 9,546 1,686 21.45 1,943 56.69 0.4095
2020-04-09 2020-03-31 13F MICROSOFT COM 594918104 7,860 -215 -2.66 1,240 -2.59 0.3292
2020-01-21 2019-12-31 13F MICROSOFT COM 594918104 8,075 317 4.09 1,273 17.98 0.2908
2019-10-16 2019-09-30 13F MICROSOFT COM 594918104 7,758 274 3.66 1,079 7.58 0.2578
2019-07-11 2019-06-30 13F MICROSOFT COM 594918104 7,484 400 5.65 1,003 19.98 0.2450
2019-04-10 2019-03-31 13F MICROSOFT COM 594918104 7,084 0 0.00 836 16.11 0.2090
2019-01-14 2018-12-31 13F MICROSOFT COM 594918104 7,084 674 10.51 720 -1.77 0.2047
2018-10-09 2018-09-30 13F MICROSOFT COM 594918104 6,410 0 0.00 733 15.98 0.1799
2018-07-11 2018-06-30 13F MICROSOFT COM 594918104 6,410 104 1.65 632 9.72 0.1711
2018-04-09 2018-03-31 13F MICROSOFT COM 594918104 6,306 269 4.46 576 11.63 0.1652
2018-01-18 2017-12-31 13F MICROSOFT COM 594918104 6,037 -131 -2.12 516 12.42 0.1493
2017-11-07 2017-09-30 13F MICROSOFT COM 594918104 6,168 127 2.10 459 10.34 0.1437
2017-07-12 2017-06-30 13F MICROSOFT COM 594918104 6,041 201 3.44 416 8.05 0.1333
2017-04-10 2017-03-31 13F MICROSOFT COM 594918104 5,840 78 1.35 385 7.54 0.1337
2017-01-11 2016-12-31 13F MICROSOFT COM 594918104 5,762 -282 -4.67 358 2.87 0.1486
2016-10-11 2016-09-30 13F MICROSOFT COM 594918104 6,044 0 0.00 348 12.62 0.1360
2016-07-14 2016-06-30 13F MICROSOFT COM 594918104 6,044 200 3.42 309 -4.33 0.1248
2016-04-20 2016-03-31 13F MICROSOFT COM 594918104 5,844 -74 -1.25 323 -1.52 0.1367
2016-01-12 2015-12-31 13F MICROSOFT COM 594918104 5,918 1 0.02 328 25.19 0.1418
2015-11-16 2015-09-30 13F MICROSOFT COM 594918104 5,917 1 0.02 262 0.38 0.1261
2015-08-10 2015-06-30 13F/A-1 MICROSOFT COM 594918104 5,916 119 2.05 261 10.59 0.1113
2015-08-03 2015-06-30 13F MICROSOFT COM 594918104 5,916 119 274 0.1192
2015-05-14 2015-03-31 13F MICROSOFT COM 594918104 5,797 5,797 236 0.1063
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.