Transform Wealth, LLC’s Microsoft Corp Position
Does Transform Wealth, LLC own Microsoft Corp (MSFT)? Yes — 150.9K shares worth $57M (+3.43% of its 13F portfolio) as of Q1 2025, down from 151.3K shares the prior filed quarter.
Position Value
$57M
Q1 2025
Shares
150.9K
% of Portfolio
+3.43%
Quarters Held
26
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 150.9K | $57M | +3.43% |
| Q4 2024 | 151.3K | $64M | +3.54% |
| Q3 2024 | 138.3K | $60M | +3.94% |
| Q2 2024 | 132.8K | $59M | +4.45% |
| Q1 2024 | 131.7K | $55M | +5.26% |
| Q4 2023 | 133.3K | $50M | +4.89% |
| Q3 2023 | 134.3K | $42M | +4.47% |
| Q2 2023 | 144.2K | $49M | +4.41% |
| Q1 2023 | 142.9K | $41M | +3.89% |
| Q4 2022 | 130.8K | $31M | +3.52% |
| Q3 2022 | 117.4K | $27M | +3.56% |
| Q2 2022 | 114.6K | $29M | +4.38% |
| Q1 2022 | 114.5K | $35M | +3.96% |
| Q4 2021 | 112.7K | $38M | +3.96% |
| Q3 2021 | 114.3K | $32M | +3.69% |
| Q2 2021 | 113.8K | $31M | +3.77% |
| Q1 2021 | 64.1K | $15M | +3.03% |
| Q4 2020 | 62.4K | $14M | +2.90% |
| Q3 2020 | 110.4K | $23M | +3.74% |
| Q2 2020 | 111.1K | $23M | +3.87% |
| Q1 2020 | 111.3K | $18M | +3.74% |
| Q4 2019 | 99.1K | $16M | +2.48% |
| Q3 2019 | 99.6K | $14M | +2.46% |
| Q2 2019 | 106.6K | $14M | +2.10% |
| Q1 2019 | 131.2K | $15M | +2.87% |
| Q4 2018 | 139.3K | $14M | +2.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of MSFT.