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Microsoft Corporation shares owned by Apex Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 5.7k 517.93
2025-06-30 $2.9M 5.8k 497.41
2025-03-31 $2.1M 5.7k 375.37

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Apex Wealth Management

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation