SEC 13F Intelligence

Investment Insight Wealth Management, LLC / MSFT

Investment Insight Wealth Management, LLC’s Microsoft Corp Position

Does Investment Insight Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 7.0K shares worth $3M (+2.78% of its 13F portfolio) as of Q1 2026, up from 6.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.0K
% of Portfolio
+2.78%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$3M+2.78%
Q4 20256.9K$3M+3.28%

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