SEC 13F Intelligence

Wealthtrust Axiom LLC / MSFT

Wealthtrust Axiom LLC’s Microsoft Corp Position

Does Wealthtrust Axiom LLC own Microsoft Corp (MSFT)? Yes — 29.0K shares worth $11M (+2.64% of its 13F portfolio) as of Q1 2026, down from 29.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
29.0K
% of Portfolio
+2.64%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $11MQ2 ’25: $14MQ3 ’25: $15MQ4 ’25: $14MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$11M+2.64%
Q4 202529.1K$14M+3.62%
Q3 202529.4K$15M+4.07%
Q2 202528.4K$14M+4.15%
Q1 202529.9K$11M+3.42%
Q4 202430.5K$13M+3.83%
Q3 202430.4K$13M+3.87%
Q2 202430.5K$14M+4.52%
Q1 202430.5K$13M+4.13%
Q4 202331.0K$12M+3.89%
Q3 202331.3K$10M+3.55%
Q2 202331.7K$11M+3.59%
Q1 202332.2K$9M+3.16%
Q4 202231.1K$7M+2.60%
Q3 202231.2K$7M+2.77%
Q2 202231.2K$8M+2.85%
Q1 202231.3K$10M+3.01%
Q4 202130.7K$10M+3.30%
Q3 202131.6K$9M+3.02%
Q2 202132.9K$9M+2.86%
Q1 202133.0K$8M+2.63%
Q4 202033.7K$8M+2.72%
Q3 202034.0K$7M+3.08%
Q2 202033.2K$7M+2.97%
Q1 202033.3K$5M+2.58%
Q4 201935.5K$6M+1.87%
Q3 201936.5K$5M+1.79%
Q2 201938.6K$5M+1.80%
Q1 201939.7K$5M+1.66%
Q4 201840.1K$4M+1.67%

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