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Microsoft Corporation shares owned by Rolek Wealth Management

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

Historical chart of Rolek Wealth Management investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $848k 1.6k 517.81
2025-06-30 $876k 1.8k 497.39
2025-03-31 $669k 1.7k 385.70
2024-12-31 $753k 1.8k 421.59

More positions owned by Rolek Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Oscar Health Cl A (OSCR)

View all positions for Rolek 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