SEC 13F Intelligence

Tower View Wealth Management LLC / MSFT

Tower View Wealth Management LLC’s Microsoft Corp Position

Does Tower View Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 18.0K shares worth $7M (+3.42% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
18.0K
% of Portfolio
+3.42%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $38,000Q4 ’18Q1 ’19: $44,000Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.0K$7M+3.42%
Q4 202518.4K$9M+4.40%
Q3 202518.3K$9M+4.91%
Q2 202518.3K$9M+4.72%
Q1 202517.8K$7M+3.89%
Q4 202417.8K$8M+3.97%
Q3 202417.7K$8M+4.17%
Q2 202417.6K$8M+4.51%
Q1 202417.5K$7M+4.30%
Q4 202317.8K$7M+4.15%
Q3 202317.9K$6M+3.97%
Q2 202316.7K$6M+3.85%
Q1 202318.4K$5M+3.57%
Q4 202218.5K$4M+3.09%
Q3 202218.7K$4M+3.31%
Q2 202218.6K$5M+3.51%
Q1 202218.9K$6M+3.13%
Q4 202118.7K$6M+3.20%
Q3 202118.9K$5M+2.96%
Q2 202118.4K$5M+2.52%
Q1 202118.5K$4M+2.38%
Q4 202018.5K$4M+2.34%
Q3 202017.8K$4M+2.44%
Q2 202017.8K$4M+2.65%
Q1 202018.3K$3M+2.61%
Q4 201916.1K$3M+1.92%
Q3 201916.0K$2M+1.83%
Q2 201915.4K$2M+1.76%
Q1 2019370$44,000+0.04%
Q4 2018370$38,000+0.04%

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