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Microsoft Corporation shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $104M 200k 517.96
2025-06-30 $74M 149k 498.26
2025-03-31 $54M 145k 375.39
2024-12-31 $43M 101k 421.62
2024-09-30 $14M 32k 430.21
2024-06-30 $13M 29k 447.15
2024-03-31 $9.9M 24k 420.72
2023-12-31 $3.0M 8.0k 376.04