SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / MSFT

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Microsoft Corp Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Microsoft Corp (MSFT)? Yes — 220.7K shares worth $82M (+1.41% of its 13F portfolio) as of Q1 2026, down from 229.6K shares the prior filed quarter.

Position Value
$82M
Q1 2026
Shares
220.7K
% of Portfolio
+1.41%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $16MQ4 ’19Q1 ’20: $16MQ2 ’20: $22MQ3 ’20: $22MQ4 ’20: $25MQ4 ’20Q1 ’21: $27MQ2 ’21: $33MQ3 ’21: $36MQ4 ’21: $41MQ4 ’21Q1 ’22: $37MQ2 ’22: $31MQ3 ’22: $34MQ4 ’22: $34MQ4 ’22Q1 ’23: $42MQ2 ’23: $57MQ3 ’23: $52MQ4 ’23: $63MQ4 ’23Q1 ’24: $75MQ2 ’24: $86MQ3 ’24: $81MQ4 ’24: $81MQ4 ’24Q1 ’25: $75MQ2 ’25: $104MQ3 ’25: $118MQ4 ’25: $111MQ4 ’25Q1 ’26: $82Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026220.7K$82M+1.41%
Q4 2025229.6K$111M+1.98%
Q3 2025227.4K$118M+2.36%
Q2 2025208.5K$104M+2.34%
Q1 2025198.9K$75M+1.92%
Q4 2024191.4K$81M+2.19%
Q3 2024188.3K$81M+2.27%
Q2 2024193.2K$86M+2.56%
Q1 2024179.3K$75M+2.28%
Q4 2023166.3K$63M+2.08%
Q3 2023163.9K$52M+2.03%
Q2 2023167.5K$57M+2.30%
Q1 2023146.8K$42M+1.84%
Q4 2022142.4K$34M+1.61%
Q3 2022143.9K$34M+1.76%
Q2 2022121.3K$31M+1.64%
Q1 2022121.1K$37M+1.86%
Q4 2021121.2K$41M+2.04%
Q3 2021128.3K$36M+2.06%
Q2 2021120.2K$33M+1.97%
Q1 2021112.5K$27M+2.13%
Q4 2020113.9K$25M+1.93%
Q3 2020103.9K$22M+1.87%
Q2 2020110.0K$22M+2.09%
Q1 2020100.2K$16M+1.73%
Q4 2019100.3K$16M+1.74%
Q3 201996.7K$13M+1.63%
Q2 201995.0K$13M+1.66%
Q1 201979.8K$9M+1.37%
Q4 201869.8K$7M+1.20%

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