Microsoft Corporation shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Microsoft Corporation
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All positions including Microsoft Corporation held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.5M | 6.8k | 373.08 |
| 2026-03-31 | $2.4M | 6.5k | 370.20 |
| 2025-12-31 | $3.0M | 6.3k | 483.66 |
| 2025-09-30 | $2.4M | 4.7k | 518.07 |
| 2025-06-30 | $2.3M | 4.6k | 497.57 |
| 2025-03-31 | $1.9M | 5.2k | 375.44 |
| 2024-12-31 | $1.6M | 3.8k | 421.53 |
| 2024-09-30 | $1.5M | 3.4k | 430.42 |
| 2024-06-30 | $1.3M | 3.0k | 447.09 |
| 2024-03-31 | $1.3M | 3.0k | 420.78 |
| 2023-12-31 | $1.1M | 2.8k | 376.16 |
| 2023-09-30 | $786k | 2.5k | 315.86 |
| 2023-06-30 | $848k | 2.5k | 340.66 |
| 2023-03-31 | $747k | 2.6k | 288.40 |
| 2022-12-31 | $627k | 2.6k | 239.90 |
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