SEC 13F Intelligence

Calamos Wealth Management LLC / MSFT

Calamos Wealth Management LLC’s Microsoft Corp Position

Does Calamos Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 292.3K shares worth $108M (+3.72% of its 13F portfolio) as of Q1 2026, up from 274.1K shares the prior filed quarter.

Position Value
$108M
Q1 2026
Shares
292.3K
% of Portfolio
+3.72%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $17MQ2 ’19: $19MQ3 ’19: $23MQ4 ’19: $26MQ4 ’19Q1 ’20: $27MQ2 ’20: $41MQ3 ’20: $45MQ4 ’20: $45MQ4 ’20Q1 ’21: $54MQ2 ’21: $61MQ3 ’21: $63MQ4 ’21: $77MQ4 ’21Q1 ’22: $64MQ2 ’22: $51MQ3 ’22: $54MQ4 ’22: $50MQ4 ’22Q1 ’23: $58MQ2 ’23: $69MQ3 ’23: $63MQ4 ’23: $75MQ4 ’23Q1 ’24: $86MQ2 ’24: $92MQ3 ’24: $95MQ4 ’24: $95MQ4 ’24Q1 ’25: $89MQ2 ’25: $121MQ3 ’25: $138MQ4 ’25: $133MQ4 ’25Q1 ’26: $108Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026292.3K$108M+3.72%
Q4 2025274.1K$133M+4.57%
Q3 2025266.1K$138M+4.97%
Q2 2025243.8K$121M+5.13%
Q1 2025237.2K$89M+4.44%
Q4 2024224.3K$95M+4.73%
Q3 2024220.4K$95M+4.86%
Q2 2024205.1K$92M+4.88%
Q1 2024204.8K$86M+4.84%
Q4 2023199.4K$75M+4.72%
Q3 2023198.0K$63M+4.74%
Q2 2023201.6K$69M+5.03%
Q1 2023202.4K$58M+4.57%
Q4 2022207.5K$50M+3.86%
Q3 2022231.1K$54M+4.62%
Q2 2022199.9K$51M+4.56%
Q1 2022206.8K$64M+4.76%
Q4 2021227.8K$77M+5.60%
Q3 2021224.2K$63M+5.11%
Q2 2021226.8K$61M+4.79%
Q1 2021227.3K$54M+4.42%
Q4 2020202.4K$45M+4.11%
Q3 2020213.8K$45M+5.14%
Q2 2020200.3K$41M+5.09%
Q1 2020173.8K$27M+4.18%
Q4 2019168.0K$26M+3.12%
Q3 2019163.8K$23M+3.04%
Q2 2019139.4K$19M+2.52%
Q1 2019140.3K$17M+2.36%
Q4 2018170.8K$17M+2.61%

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