Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership41,932 shares
Latest Disclosed Value $ 15,521,906
CFO4Life Group, LLC reports 8.07% decrease in ownership of MSFT / Microsoft Corporation

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 41,932 shares of Microsoft Corporation (MX:MSFT) valued at $15,521,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 45,612 shares of Microsoft Corporation. This represents a change in shares of -8.07% 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)
2026-05-11 2026-03-31 13F MICROSOFT COM 594918104 41,932 -3,680 -8.07 15,522 -29.64 2.3662
2026-02-06 2025-12-31 13F MICROSOFT COM 594918104 45,612 -1,539 -3.26 22,059 -9.67 3.1444
2025-11-07 2025-09-30 13F MICROSOFT COM 594918104 47,151 5,567 13.39 24,422 18.07 3.5495
2025-08-08 2025-06-30 13F MICROSOFT COM 594918104 41,584 771 1.89 20,684 35.01 3.2342
2025-04-30 2025-03-31 13F MICROSOFT COM 594918104 40,813 104 0.26 15,321 -10.72 2.5788
2025-02-10 2024-12-31 13F MICROSOFT COM 594918104 40,709 400 0.99 17,159 -1.07 3.0145
2024-11-12 2024-09-30 13F MICROSOFT COM 594918104 40,309 71 0.18 17,345 -3.56 3.0700
2024-07-31 2024-06-30 13F MICROSOFT COM 594918104 40,238 617 1.56 17,984 7.89 3.3813
2024-05-06 2024-03-31 13F MICROSOFT COM 594918104 39,621 -752 -1.86 16,669 9.80 3.0252
2024-02-12 2023-12-31 13F/A-1 MICROSOFT COM 594918104 40,373 -82 -0.20 15,182 18.85 2.8988
2024-01-24 2023-12-31 13F MICROSOFT COM 594918104 40,373 -82 15,182 2.8988
2023-10-30 2023-09-30 13F MICROSOFT COM 594918104 40,455 -128 -0.32 12,774 -7.58 2.9488
2023-08-07 2023-06-30 13F MICROSOFT COM 594918104 40,583 612 1.53 13,820 19.93 2.9654
2023-05-03 2023-03-31 13F MICROSOFT COM 594918104 39,971 -282 -0.70 11,524 19.37 2.6186
2023-02-03 2022-12-31 13F MICROSOFT COM 594918104 40,253 609 1.54 9,653 4.55 2.0517
2022-10-19 2022-09-30 13F MICROSOFT COM 594918104 39,644 745 1.92 9,233 -6.64 2.4574
2022-07-20 2022-06-30 13F MICROSOFT COM 594918104 38,899 -1,788 -4.39 9,890 -21.16 2.4546
2022-05-02 2022-03-31 13F MICROSOFT COM 594918104 40,687 -104 -0.25 12,544 -8.56 2.6324
2022-02-10 2021-12-31 13F MICROSOFT COM 594918104 40,791 847 2.12 13,719 21.83 2.8363
2021-10-12 2021-09-30 13F MICROSOFT COM 594918104 39,944 2,246 5.96 11,261 10.27 2.6213
2021-07-14 2021-06-30 13F MICROSOFT COM 594918104 37,698 -11 -0.03 10,212 14.86 2.3570
2021-04-20 2021-03-31 13F MICROSOFT COM 594918104 37,709 -132 -0.35 8,891 5.63 2.2107
2021-01-12 2020-12-31 13F MICROSOFT COM 594918104 37,841 140 0.37 8,417 6.14 2.4139
2020-10-13 2020-09-30 13F MICROSOFT COM 594918104 37,701 577 1.55 7,930 4.96 2.6846
2020-07-15 2020-06-30 13F MICROSOFT COM 594918104 37,124 -573 -1.52 7,555 27.08 2.9028
2020-04-16 2020-03-31 13F MICROSOFT COM 594918104 37,697 -1,105 -2.85 5,945 -2.84 3.1796
2020-01-22 2019-12-31 13F MICROSOFT COM 594918104 38,802 -1,195 -2.99 6,119 10.03 2.5867
2019-11-01 2019-09-30 13F MICROSOFT COM 594918104 39,997 -548 -1.35 5,561 2.39 2.4935
2019-07-29 2019-06-30 13F MICROSOFT COM 594918104 40,545 -108 -0.27 5,431 13.26 2.4821
2019-04-22 2019-03-31 13F MICROSOFT COM 594918104 40,653 -3,380 -7.68 4,795 7.22 2.2464
2019-02-01 2018-12-31 13F MICROSOFT COM 594918104 44,033 1,359 3.18 4,472 -8.38 1.9666
2018-10-25 2018-09-30 13F MICROSOFT COM 594918104 42,674 2,064 5.08 4,881 21.87 2.1643
2018-08-01 2018-06-30 13F MICROSOFT COM 594918104 40,610 37,993 1,451.78 4,005 1,575.73 1.6713
2018-05-07 2018-03-31 13F MICROSOFT COM 594918104 2,617 -226 -7.95 239 -1.65 0.2021
2018-01-22 2017-12-31 13F MICROSOFT COM 594918104 2,843 142 5.26 243 20.90 0.1910
2017-11-09 2017-09-30 13F MICROSOFT COM 594918104 2,701 2,701 201 0.1621
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.