SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / MSFT

Gerber Kawasaki Wealth & Investment Management’s Microsoft Corp Position

Does Gerber Kawasaki Wealth & Investment Management own Microsoft Corp (MSFT)? Yes — 144.5K shares worth $53M (+1.70% of its 13F portfolio) as of Q1 2026, up from 133.9K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
144.5K
% of Portfolio
+1.70%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $10MQ2 ’20: $14MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $20MQ2 ’21: $25MQ3 ’21: $787,000Q4 ’21: $36MQ4 ’21Q1 ’22: $36MQ2 ’22: $32MQ3 ’22: $30MQ4 ’22: $30MQ4 ’22Q1 ’23: $37MQ2 ’23: $42MQ3 ’23: $40MQ4 ’23: $49MQ4 ’23Q1 ’24: $56MQ2 ’24: $60MQ3 ’24: $58MQ4 ’24: $58MQ4 ’24Q1 ’25: $51MQ2 ’25: $67MQ3 ’25: $70MQ4 ’25: $65MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026144.5K$53M+1.70%
Q4 2025133.9K$65M+2.26%
Q3 2025135.4K$70M+2.41%
Q2 2025134.6K$67M+2.59%
Q1 2025136.8K$51M+2.31%
Q4 2024136.7K$58M+2.51%
Q3 2024134.6K$58M+2.66%
Q2 2024134.0K$60M+3.00%
Q1 2024132.7K$56M+3.01%
Q4 2023130.0K$49M+2.92%
Q3 2023125.2K$40M+2.69%
Q2 2023124.7K$42M+2.85%
Q1 2023127.0K$37M+2.89%
Q4 2022126.6K$30M+2.69%
Q3 2022127.5K$30M+2.77%
Q2 2022123.9K$32M+3.02%
Q1 2022117.6K$36M+2.96%
Q4 2021106.9K$36M+2.85%
Q3 2021787$787,000+0.10%
Q2 202191.1K$25M+2.52%
Q1 202183.6K$20M+2.37%
Q4 202077.9K$17M+2.40%
Q3 202073.0K$15M+3.28%
Q2 202069.0K$14M+3.11%
Q1 202065.4K$10M+2.93%
Q4 201958.6K$9M+2.33%
Q3 201967.5K$9M+2.69%
Q2 201964.7K$9M+2.52%
Q1 201964.8K$8M+2.27%
Q4 201863.4K$6M+2.26%

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