Affinity Wealth Management LLC / MSFT
Affinity Wealth Management LLC’s Microsoft Corp Position
Does Affinity Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 34.4K shares worth $13M (+1.93% of its 13F portfolio) as of Q1 2026, up from 34.2K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
34.4K
% of Portfolio
+1.93%
Quarters Held
29
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 34.4K | $13M | +1.93% |
| Q4 2025 | 34.2K | $17M | +2.35% |
| Q3 2025 | 34.1K | $18M | +2.58% |
| Q2 2025 | 33.8K | $17M | +2.68% |
| Q1 2025 | 33.5K | $13M | +2.33% |
| Q4 2024 | 33.3K | $14M | +2.49% |
| Q3 2024 | 33.2K | $14M | +2.54% |
| Q2 2024 | 33.1K | $15M | +2.70% |
| Q1 2024 | 33.0K | $14M | +2.57% |
| Q4 2023 | 33.3K | $13M | +2.57% |
| Q3 2023 | 32.5K | $10M | +2.36% |
| Q2 2023 | 32.3K | $11M | +2.52% |
| Q1 2023 | 31.5K | $9M | +2.14% |
| Q4 2022 | 31.1K | $7M | +1.77% |
| Q3 2022 | 29.4K | $7M | +1.71% |
| Q2 2022 | 28.8K | $8M | +1.76% |
| Q1 2022 | 28.4K | $8M | +1.65% |
| Q4 2021 | 30.1K | $9M | +1.91% |
| Q3 2021 | 30.2K | $9M | +1.67% |
| Q2 2021 | 30.1K | $8M | +1.68% |
| Q1 2021 | 29.8K | $8M | +1.57% |
| Q4 2020 | 29.8K | $6M | +1.36% |
| Q3 2020 | 29.4K | $6M | +1.64% |
| Q2 2020 | 29.3K | $6M | +7.59% |
| Q1 2020 | 28.4K | $5M | +2.97% |
| Q4 2019 | 27.6K | $4M | +1.61% |
| Q3 2019 | 27.1K | $4M | +1.51% |
| Q2 2019 | 27.7K | $4M | +1.45% |
| Q1 2019 | 28.3K | $3M | +1.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Affinity Wealth Management LLC’s full portfolio or all institutional holders of MSFT.