SEC 13F Intelligence

Triangle Securities Wealth Management / MSFT

Triangle Securities Wealth Management’s Microsoft Corp Position

Does Triangle Securities Wealth Management own Microsoft Corp (MSFT)? Yes — 20.4K shares worth $8M (+1.51% of its 13F portfolio) as of Q2 2026, down from 21.9K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
20.4K
% of Portfolio
+1.51%
Quarters Held
31
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $13MQ3 ’24: $12MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $13MQ4 ’25: $12MQ4 ’25Q1 ’26: $8MQ2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202620.4K$8M+1.51%
Q1 202621.9K$8M+1.84%
Q4 202523.9K$12M+2.44%
Q3 202525.7K$13M+3.01%
Q2 202519.9K$10M+2.43%
Q1 202526.5K$10M+2.56%
Q4 202426.6K$11M+2.87%
Q3 202427.2K$12M+3.02%
Q2 202428.1K$13M+3.55%
Q1 202428.7K$12M+3.44%
Q4 202328.8K$11M+3.37%
Q3 202328.9K$9M+3.25%
Q2 202328.9K$10M+3.39%
Q1 202330.1K$9M+3.10%
Q4 202230.8K$7M+2.71%
Q3 202230.9K$7M+2.94%
Q2 202231.0K$8M+3.10%
Q1 202231.7K$10M+3.27%
Q4 202133.0K$11M+3.47%
Q3 202134.0K$10M+3.26%
Q2 202134.5K$9M+3.16%
Q1 202135.2K$8M+3.00%
Q4 202034.2K$8M+3.01%
Q3 202034.9K$7M+3.32%
Q2 202035.8K$7M+3.48%
Q1 202037.9K$6M+3.45%
Q4 201939.4K$6M+2.69%
Q3 201938.9K$5M+2.65%
Q2 201939.0K$5M+2.72%
Q1 201939.8K$5M+2.46%
Q4 201841.4K$4M+2.48%

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