SEC 13F Intelligence

Cornerstone Wealth Management, LLC / MSFT

Cornerstone Wealth Management, LLC’s Microsoft Corp Position

Does Cornerstone Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 78.3K shares worth $29M (+1.45% of its 13F portfolio) as of Q1 2026, up from 74.2K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
78.3K
% of Portfolio
+1.45%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $14MQ3 ’22: $13MQ1 ’23: $16MQ1 ’23Q2 ’23: $20MQ3 ’23: $19MQ4 ’23: $22MQ1 ’24: $25MQ1 ’24Q2 ’24: $27MQ3 ’24: $27MQ4 ’24: $28MQ1 ’25: $25MQ1 ’25Q2 ’25: $34MQ3 ’25: $36MQ4 ’25: $36MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.3K$29M+1.45%
Q4 202574.2K$36M+1.87%
Q3 202570.0K$36M+2.00%
Q2 202568.0K$34M+2.05%
Q1 202565.3K$25M+1.66%
Q4 202465.4K$28M+1.86%
Q3 202463.4K$27M+1.92%
Q2 202460.6K$27M+2.08%
Q1 202460.1K$25M+2.05%
Q4 202359.6K$22M+1.93%
Q3 202361.3K$19M+1.83%
Q2 202359.3K$20M+1.80%
Q1 202357.1K$16M+1.62%
Q3 202256.5K$13M+1.47%
Q2 202255.4K$14M+1.58%
Q1 202253.3K$16M+1.60%
Q4 202153.8K$18M+1.72%
Q3 202150.6K$14M+1.52%
Q2 202149.0K$13M+1.40%
Q1 202149.2K$12M+1.37%
Q4 202048.2K$11M+1.35%
Q3 202048.5K$10M+1.51%
Q2 202049.5K$10M+1.63%
Q1 202050.2K$8M+1.53%
Q4 201947.6K$8M+1.22%
Q3 201946.3K$6M+1.14%
Q2 201946.2K$6M+1.11%
Q1 201958.4K$7M+0.88%
Q4 201843.1K$4M+0.93%

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