SEC 13F Intelligence

Global Wealth Management Investment Advisory, Inc. / MSFT

Global Wealth Management Investment Advisory, Inc.’s Microsoft Corp Position

Does Global Wealth Management Investment Advisory, Inc. own Microsoft Corp (MSFT)? Yes — 40.3K shares worth $15M (+2.33% of its 13F portfolio) as of Q1 2026, up from 32.5K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
40.3K
% of Portfolio
+2.33%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $11MQ2 ’25: $14MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.3K$15M+2.33%
Q4 202532.5K$16M+2.52%
Q3 202530.1K$16M+2.61%
Q2 202528.3K$14M+2.64%
Q1 202529.0K$11M+2.17%
Q4 202426.6K$11M+2.31%
Q3 202425.1K$11M+2.33%
Q2 202424.2K$11M+2.52%
Q1 202423.0K$10M+2.37%
Q4 202322.3K$8M+2.15%
Q3 202322.8K$7M+2.01%
Q2 202324.4K$8M+2.28%
Q1 202324.7K$7M+2.14%
Q4 202224.0K$6M+1.87%
Q3 202222.5K$5M+1.87%
Q2 202221.9K$6M+1.90%
Q1 202218.7K$6M+1.71%
Q4 202118.4K$6M+1.87%
Q3 202117.8K$5M+1.59%
Q2 202118.4K$5M+1.66%
Q1 202118.0K$4M+1.53%
Q4 202018.2K$4M+1.57%
Q3 202017.4K$4M+1.58%
Q2 202020.3K$4M+1.76%
Q1 202020.1K$3M+1.60%
Q4 201919.5K$3M+1.30%
Q3 201920.0K$3M+1.27%
Q2 201919.6K$3M+1.27%
Q1 201919.1K$2M+1.17%
Q4 201817.1K$2M+1.01%

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