SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / MSFT

Baldwin Wealth Partners LLC/Ma’s Microsoft Corp Position

Does Baldwin Wealth Partners LLC/Ma own Microsoft Corp (MSFT)? Yes — 149.5K shares worth $55M (+4.02% of its 13F portfolio) as of Q1 2026, down from 167.4K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
149.5K
% of Portfolio
+4.02%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $24MQ2 ’19: $27MQ3 ’19: $27MQ4 ’19: $31MQ4 ’19Q1 ’20: $31MQ2 ’20: $39MQ3 ’20: $40MQ4 ’20: $42MQ4 ’20Q1 ’21: $47MQ2 ’21: $55MQ3 ’21: $56MQ4 ’21: $68MQ4 ’21Q1 ’22: $63MQ2 ’22: $53MQ3 ’22: $47MQ4 ’22: $54MQ4 ’22Q1 ’23: $64MQ2 ’23: $69MQ3 ’23: $62MQ4 ’23: $73MQ4 ’23Q1 ’24: $79MQ2 ’24: $80MQ3 ’24: $81MQ4 ’24: $83MQ4 ’24Q1 ’25: $75MQ2 ’25: $85MQ3 ’25: $87MQ4 ’25: $81MQ4 ’25Q1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026149.5K$55M+4.02%
Q4 2025167.4K$81M+5.18%
Q3 2025168.1K$87M+5.67%
Q2 2025171.3K$85M+5.79%
Q1 2025200.0K$75M+5.27%
Q4 2024197.8K$83M+5.76%
Q3 2024189.1K$81M+5.55%
Q2 2024179.4K$80M+6.25%
Q1 2024187.8K$79M+5.95%
Q4 2023194.6K$73M+5.75%
Q3 2023194.9K$62M+5.30%
Q2 2023201.6K$69M+5.63%
Q1 2023222.8K$64M+5.60%
Q4 2022224.4K$54M+4.88%
Q3 2022202.0K$47M+6.50%
Q2 2022204.7K$53M+6.82%
Q1 2022205.7K$63M+6.72%
Q4 2021201.8K$68M+6.79%
Q3 2021197.3K$56M+6.17%
Q2 2021203.0K$55M+6.01%
Q1 2021200.6K$47M+5.62%
Q4 2020190.5K$42M+5.33%
Q3 2020188.2K$40M+5.41%
Q2 2020193.3K$39M+5.77%
Q1 2020195.7K$31M+5.40%
Q4 2019197.3K$31M+4.35%
Q3 2019196.1K$27M+4.10%
Q2 2019198.4K$27M+3.92%
Q1 2019205.4K$24M+3.61%
Q4 2018208.3K$21M+3.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of MSFT.