Circle Wealth Management, LLC / MSFT
Circle Wealth Management, LLC’s Microsoft Corp Position
Does Circle Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 110.2K shares worth $41M (+0.58% of its 13F portfolio) as of Q1 2026, up from 108.3K shares the prior filed quarter.
Position Value
$41M
Q1 2026
Shares
110.2K
% of Portfolio
+0.58%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 110.2K | $41M | +0.58% |
| Q4 2025 | 108.3K | $52M | +0.81% |
| Q3 2025 | 107.8K | $56M | +1.09% |
| Q2 2025 | 106.2K | $53M | +1.14% |
| Q1 2025 | 101.6K | $38M | +0.87% |
| Q4 2024 | 108.9K | $46M | +0.97% |
| Q3 2024 | 110.0K | $47M | +1.05% |
| Q2 2024 | 108.9K | $49M | +1.12% |
| Q1 2024 | 107.9K | $45M | +1.13% |
| Q4 2023 | 106.6K | $40M | +1.02% |
| Q3 2023 | 106.0K | $33M | +0.83% |
| Q2 2023 | 46.8K | $16M | +2.11% |
| Q1 2023 | 47.5K | $14M | +1.98% |
| Q4 2022 | 47.6K | $11M | +1.76% |
| Q3 2022 | 47.1K | $11M | +1.81% |
| Q2 2022 | 47.8K | $12M | +1.95% |
| Q1 2022 | 48.8K | $15M | +1.98% |
| Q4 2021 | 49.5K | $17M | +2.17% |
| Q3 2021 | 48.5K | $14M | +1.97% |
| Q2 2021 | 49.9K | $14M | +1.94% |
| Q1 2021 | 49.3K | $12M | +1.85% |
| Q4 2020 | 50.1K | $11M | +1.60% |
| Q3 2020 | 43.3K | $9M | +1.50% |
| Q2 2020 | 41.3K | $8M | +1.47% |
| Q1 2020 | 32.9K | $5M | +1.01% |
| Q4 2019 | 20.9K | $3M | +0.57% |
| Q3 2019 | 19.3K | $3M | +0.57% |
| Q2 2019 | 19.5K | $3M | +0.57% |
| Q1 2019 | 13.6K | $2M | +0.36% |
| Q4 2018 | 12.5K | $1M | +0.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Circle Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.