SEC 13F Intelligence

180 Wealth Advisors, LLC / MSFT

180 Wealth Advisors, LLC’s Microsoft Corp Position

Does 180 Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 107.4K shares worth $40M (+4.01% of its 13F portfolio) as of Q2 2026, down from 108.1K shares the prior filed quarter.

Position Value
$40M
Q2 2026
Shares
107.4K
% of Portfolio
+4.01%
Quarters Held
31
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $14MQ2 ’19: $13MQ3 ’19: $14MQ4 ’19: $18MQ4 ’19Q1 ’20: $17MQ2 ’20: $22MQ3 ’20: $24MQ4 ’20: $26MQ4 ’20Q1 ’21: $29MQ2 ’21: $33MQ3 ’21: $35MQ4 ’21: $34MQ4 ’21Q1 ’22: $33MQ2 ’22: $30MQ3 ’22: $27MQ4 ’22: $28MQ4 ’22Q1 ’23: $33MQ2 ’23: $38MQ3 ’23: $36MQ4 ’23: $42MQ4 ’23Q1 ’24: $47MQ2 ’24: $50MQ3 ’24: $47MQ4 ’24: $46MQ4 ’24Q1 ’25: $42MQ2 ’25: $53MQ3 ’25: $56MQ4 ’25: $52MQ4 ’25Q1 ’26: $40MQ2 ’26: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026107.4K$40M+4.01%
Q1 2026108.1K$40M+4.55%
Q4 2025108.0K$52M+5.95%
Q3 2025108.5K$56M+6.85%
Q2 2025105.9K$53M+7.34%
Q1 2025111.7K$42M+6.68%
Q4 2024109.3K$46M+7.22%
Q3 2024109.9K$47M+7.44%
Q2 2024110.5K$50M+8.19%
Q1 2024112.0K$47M+8.47%
Q4 2023112.1K$42M+8.32%
Q3 2023113.9K$36M+8.10%
Q2 2023113.9K$38M+8.45%
Q1 2023114.4K$33M+7.67%
Q4 2022114.6K$28M+6.69%
Q3 2022114.6K$27M+7.35%
Q2 2022116.0K$30M+7.69%
Q1 2022114.8K$33M+7.15%
Q4 2021115.2K$34M+7.66%
Q3 2021115.4K$35M+7.74%
Q2 2021115.7K$33M+7.58%
Q1 2021117.0K$29M+7.11%
Q4 2020120.4K$26M+7.52%
Q3 2020110.8K$24M+8.92%
Q2 2020107.8K$22M+8.69%
Q1 2020111.2K$17M+8.96%
Q4 2019111.2K$18M+7.23%
Q3 201999.2K$14M+6.13%
Q2 201997.7K$13M+6.07%
Q1 2019113.8K$14M+6.48%
Q4 2018101.6K$12M+5.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 180 Wealth Advisors, LLC’s full portfolio or all institutional holders of MSFT.