Martin Capital Partners LLC Boosts Microsoft Stake

Investment firm increases holdings in tech giant by nearly 20%

Mar. 23, 2026 at 9:00am

Martin Capital Partners LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 19.7% in the fourth quarter, according to the company's latest 13F filing with the Securities & Exchange Commission. The fund now owns 18,952 shares of the software giant's stock, worth $9,166,000 as of the filing.

Why it matters

Microsoft is one of the most widely held and influential technology companies, so changes to major institutional investors' positions in the stock can provide insights into market sentiment and expectations around the company's performance.

The details

According to the filing, Martin Capital Partners added 3,118 shares of Microsoft to its portfolio during the fourth quarter. The firm now holds a 3.4% stake in Microsoft, making it the second-largest holding in its investment portfolio.

  • Martin Capital Partners filed its 13F report for the fourth quarter on March 23, 2026.

The players

Martin Capital Partners LLC

An investment management firm that oversees a portfolio focused on technology and software companies.

Microsoft Corporation

A multinational technology company that develops, licenses, and supports a wide range of software products, services, and devices.

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The takeaway

The increase in Martin Capital Partners' Microsoft stake suggests the firm sees continued growth potential in the tech giant, even as the stock has pulled back from its recent highs. This could signal broader institutional confidence in Microsoft's ability to navigate market challenges and maintain its industry leadership.