SEC 13F Intelligence

Forvis Mazars Wealth Advisors, LLC / MSFT

Forvis Mazars Wealth Advisors, LLC’s Microsoft Corp Position

Does Forvis Mazars Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 73.5K shares worth $27M (+0.52% of its 13F portfolio) as of Q1 2026, up from 72.2K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
73.5K
% of Portfolio
+0.52%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $18MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $18MQ4 ’21Q1 ’22: $17MQ2 ’22: $17MQ3 ’22: $15MQ4 ’22: $15MQ4 ’22Q1 ’23: $19MQ2 ’23: $24MQ3 ’23: $21MQ4 ’23: $26MQ4 ’23Q1 ’24: $30MQ2 ’24: $31MQ3 ’24: $29MQ4 ’24: $29MQ4 ’24Q1 ’25: $25MQ2 ’25: $33MQ3 ’25: $36MQ4 ’25: $35MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.5K$27M+0.52%
Q4 202572.2K$35M+0.66%
Q3 202568.8K$36M+0.71%
Q2 202566.8K$33M+0.72%
Q1 202567.1K$25M+0.60%
Q4 202467.8K$29M+0.66%
Q3 202468.1K$29M+0.67%
Q2 202469.0K$31M+0.77%
Q1 202470.4K$30M+0.75%
Q4 202369.9K$26M+0.73%
Q3 202367.8K$21M+0.65%
Q2 202370.6K$24M+0.70%
Q1 202366.5K$19M+0.63%
Q4 202264.5K$15M+0.54%
Q3 202265.5K$15M+0.62%
Q2 202266.4K$17M+0.69%
Q1 202255.5K$17M+0.72%
Q4 202152.2K$18M+0.74%
Q3 202152.0K$15M+0.67%
Q2 202151.8K$14M+0.65%
Q1 202155.7K$13M+0.65%
Q4 202079.8K$18M+0.89%
Q3 202074.4K$16M+0.91%
Q2 202074.1K$15M+0.98%
Q1 202074.7K$12M+0.97%
Q4 201974.2K$12M+0.84%
Q3 201971.9K$10M+0.80%
Q2 201973.4K$10M+0.80%
Q1 201977.9K$9M+0.76%
Q4 201877.9K$8M+0.81%

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