SEC 13F Intelligence

Eads & Heald Wealth Management / MSFT

Eads & Heald Wealth Management’s Microsoft Corp Position

Does Eads & Heald Wealth Management own Microsoft Corp (MSFT)? Yes — 5.9K shares worth $2M (+1.08% of its 13F portfolio) as of Q1 2026, down from 5.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.9K
% of Portfolio
+1.08%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2,349Q4 ’22Q1 ’23: $2,780Q2 ’23: $3,041Q3 ’23: $2,665Q4 ’23: $3,040Q4 ’23Q1 ’24: $3,010Q2 ’24: $3,023Q3 ’24: $2,857Q4 ’24: $2,787Q4 ’24Q1 ’25: $2,426Q2 ’25: $3,089Q3 ’25: $3,157Q4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$2M+1.08%
Q4 20255.9K$3M+1.39%
Q3 20256.1K$3,157+1.51%
Q2 20256.2K$3,089+1.53%
Q1 20256.5K$2,426+1.23%
Q4 20246.6K$2,787+1.37%
Q3 20246.6K$2,857+1.35%
Q2 20246.8K$3,023+1.46%
Q1 20247.2K$3,010+1.40%
Q4 20238.1K$3,040+1.46%
Q3 20238.4K$2,665+1.40%
Q2 20238.9K$3,041+1.50%
Q1 20239.6K$2,780+1.38%
Q4 20229.8K$2,349+1.19%
Q3 20229.7K$2M+1.29%
Q2 20229.6K$2M+1.33%
Q1 20229.7K$3M+1.38%
Q4 20219.8K$3M+1.44%
Q3 202110.6K$3M+1.44%
Q2 202111.2K$3M+1.48%
Q1 202111.7K$3M+1.42%
Q4 202012.2K$3M+1.46%
Q3 202012.2K$3M+1.54%
Q2 202014.2K$3M+1.76%
Q1 202015.5K$2M+1.72%
Q4 201916.9K$3M+1.41%
Q3 201917.8K$2M+1.38%
Q2 201918.3K$2M+1.39%
Q1 201920.0K$2M+1.37%
Q4 201820.9K$2M+1.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eads & Heald Wealth Management’s full portfolio or all institutional holders of MSFT.