Iht Wealth Management, LLC / MSFT
Iht Wealth Management, LLC’s Microsoft Corp Position
Does Iht Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 138.0K shares worth $51M (+1.19% of its 13F portfolio) as of Q1 2026, up from 122.5K shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
138.0K
% of Portfolio
+1.19%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 138.0K | $51M | +1.19% |
| Q4 2025 | 122.5K | $59M | +1.44% |
| Q3 2025 | 122.9K | $64M | +1.61% |
| Q2 2025 | 124.3K | $62M | +1.70% |
| Q1 2025 | 126.2K | $47M | +1.48% |
| Q4 2024 | 120.9K | $51M | +1.64% |
| Q3 2024 | 138.2K | $59M | +1.68% |
| Q2 2024 | 107.9K | $48M | +1.80% |
| Q1 2024 | 108.8K | $46M | +1.83% |
| Q4 2023 | 105.3K | $40M | +1.77% |
| Q3 2023 | 108.8K | $34M | +1.74% |
| Q2 2023 | 96.8K | $33M | +1.72% |
| Q1 2023 | 92.6K | $27M | +1.52% |
| Q4 2022 | 89.2K | $21M | +1.34% |
| Q3 2022 | 92.4K | $22M | +1.64% |
| Q2 2022 | 77.0K | $20M | +1.74% |
| Q1 2022 | 74.7K | $23M | +1.75% |
| Q4 2021 | 70.2K | $24M | +1.74% |
| Q3 2021 | 70.2K | $20M | +1.61% |
| Q2 2021 | 84.4K | $23M | +1.45% |
| Q1 2021 | 76.5K | $18M | +1.30% |
| Q4 2020 | 71.5K | $16M | +1.32% |
| Q3 2020 | 66.9K | $14M | +1.41% |
| Q2 2020 | 58.1K | $12M | +1.62% |
| Q1 2020 | 72.5K | $11M | +1.65% |
| Q4 2019 | 62.3K | $10M | +1.16% |
| Q3 2019 | 59.0K | $8M | +1.12% |
| Q2 2019 | 51.7K | $7M | +1.01% |
| Q1 2019 | 45.1K | $5M | +0.89% |
| Q4 2018 | 44.4K | $5M | +0.87% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iht Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.