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Microsoft Corporation shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth Management investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 34k 370.17

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Northern Trust
Capital Research Global Investors
Capital World Investors
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation