SEC 13F Intelligence

Rkl Wealth Management LLC / MSFT

Rkl Wealth Management LLC’s Microsoft Corp Position

Does Rkl Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 49.5K shares worth $18M (+1.65% of its 13F portfolio) as of Q1 2026, down from 52.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
49.5K
% of Portfolio
+1.65%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $11MQ2 ’20: $14MQ3 ’20: $14MQ4 ’20: $15MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $17MQ4 ’21: $20MQ4 ’21Q1 ’22: $19MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $21MQ3 ’23: $19MQ4 ’23: $22MQ4 ’23Q1 ’24: $24MQ2 ’24: $25MQ3 ’24: $25MQ4 ’24: $25MQ4 ’24Q1 ’25: $23MQ2 ’25: $29MQ3 ’25: $27MQ4 ’25: $25MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.5K$18M+1.65%
Q4 202552.6K$25M+2.09%
Q3 202551.9K$27M+2.29%
Q2 202558.1K$29M+2.54%
Q1 202560.6K$23M+2.14%
Q4 202459.9K$25M+2.25%
Q3 202457.6K$25M+2.24%
Q2 202456.9K$25M+2.45%
Q1 202457.6K$24M+2.40%
Q4 202358.2K$22M+2.37%
Q3 202359.6K$19M+2.30%
Q2 202361.3K$21M+2.47%
Q1 202361.8K$18M+2.25%
Q4 202261.8K$15M+1.98%
Q3 202261.5K$14M+2.06%
Q2 202260.9K$16M+2.15%
Q1 202260.3K$19M+2.23%
Q4 202159.9K$20M+2.39%
Q3 202161.0K$17M+2.18%
Q2 202161.5K$17M+2.10%
Q1 202162.8K$15M+1.98%
Q4 202065.7K$15M+2.04%
Q3 202068.5K$14M+2.29%
Q2 202068.2K$14M+2.38%
Q1 202068.4K$11M+2.26%
Q4 201969.9K$11M+1.98%
Q3 201970.8K$10M+1.87%
Q2 201973.2K$10M+1.81%
Q1 201974.4K$9M+1.72%
Q4 201875.8K$8M+1.78%

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