Waldron Private Wealth LLC / MSFT
Waldron Private Wealth LLC’s Microsoft Corp Position
Does Waldron Private Wealth LLC own Microsoft Corp (MSFT)? Yes — 54.1K shares worth $20M (+0.78% of its 13F portfolio) as of Q1 2026, up from 52.9K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
54.1K
% of Portfolio
+0.78%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 54.1K | $20M | +0.78% |
| Q4 2025 | 52.9K | $26M | +1.01% |
| Q3 2025 | 52.9K | $27M | +1.11% |
| Q2 2025 | 50.9K | $25M | +1.10% |
| Q1 2025 | 51.1K | $19M | +0.91% |
| Q4 2024 | 92.5K | $39M | +1.57% |
| Q3 2024 | 91.9K | $40M | +1.64% |
| Q2 2024 | 90.1K | $34M | +1.61% |
| Q1 2024 | 90.7K | $38M | +1.72% |
| Q4 2023 | 90.1K | $33,878 | +1.61% |
| Q3 2023 | 92.7K | $29,266 | +1.52% |
| Q2 2023 | 95.1K | $32,402 | +1.62% |
| Q1 2023 | 102.3K | $29,503 | +1.44% |
| Q4 2022 | 95.7K | $22,289 | +1.39% |
| Q3 2022 | 95.7K | $22M | +1.39% |
| Q2 2022 | 93.4K | $24M | +1.34% |
| Q1 2022 | 88.9K | $27M | +1.40% |
| Q4 2021 | 86.1K | $29M | +1.43% |
| Q3 2021 | 86.4K | $24M | +1.42% |
| Q2 2021 | 73.3K | $20M | +1.27% |
| Q1 2021 | 75.7K | $18M | +1.24% |
| Q4 2020 | 75.2K | $17M | +1.24% |
| Q3 2020 | 75.9K | $16M | +1.37% |
| Q2 2020 | 72.9K | $15M | +1.31% |
| Q1 2020 | 72.3K | $11M | +1.22% |
| Q4 2019 | 71.5K | $11M | +1.01% |
| Q3 2019 | 70.8K | $10M | +1.00% |
| Q2 2019 | 46.1K | $6M | +0.66% |
| Q1 2019 | 44.7K | $5M | +0.59% |
| Q4 2018 | 39.5K | $4M | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waldron Private Wealth LLC’s full portfolio or all institutional holders of MSFT.