SEC 13F Intelligence

Florida Trust Wealth Management Co / MSFT

Florida Trust Wealth Management Co’s Microsoft Corp Position

Does Florida Trust Wealth Management Co own Microsoft Corp (MSFT)? Yes — 367.4K shares worth $136M (+3.81% of its 13F portfolio) as of Q1 2026, up from 362.5K shares the prior filed quarter.

Position Value
$136M
Q1 2026
Shares
367.4K
% of Portfolio
+3.81%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $155MQ4 ’23Q1 ’24: $170MQ2 ’24: $174MQ2 ’24Q3 ’24: $164MQ4 ’24: $158MQ4 ’24Q1 ’25: $141MQ2 ’25: $186MQ2 ’25Q3 ’25: $189MQ4 ’25: $175MQ4 ’25Q1 ’26: $136Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026367.4K$136M+3.81%
Q4 2025362.5K$175M+4.84%
Q3 2025365.4K$189M+5.39%
Q2 2025373.4K$186M+5.71%
Q1 2025376.7K$141M+4.60%
Q4 2024374.8K$158M+5.05%
Q3 2024380.2K$164M+5.24%
Q2 2024389.2K$174M+5.95%
Q1 2024404.0K$170M+5.79%
Q4 2023413.4K$155M+5.73%

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