SEC 13F Intelligence

Western Wealth Management, LLC / MSFT

Western Wealth Management, LLC’s Microsoft Corp Position

Does Western Wealth Management, LLC own Microsoft Corp (MSFT)? Yes113.0K shares worth $42M (+1.59% of its 13F portfolio) as of Q2 2026.

Position Value
$42M
Q2 2026
Shares
113.0K
% of Portfolio
+1.59%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $18MQ4 ’21: $21MQ1 ’22: $43MQ1 ’22Q2 ’22: $36MQ3 ’22: $34MQ4 ’22: $20MQ2 ’23: $30MQ2 ’23Q3 ’23: $28MQ4 ’23: $35MQ1 ’24: $31MQ2 ’24: $34MQ2 ’24Q3 ’24: $41MQ4 ’24: $8MQ1 ’25: $30MQ2 ’25: $40MQ2 ’25Q3 ’25: $43MQ4 ’25: $44MQ1 ’26: $42MQ2 ’26: $42MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026113.0K$42M+1.59%
Q1 2026113.0K$42M+1.53%
Q4 202590.1K$44M+2.01%
Q3 202582.5K$43M+2.25%
Q2 202580.2K$40M+2.37%
Q1 202579.4K$30M+1.97%
Q4 202419.8K$8M+2.51%
Q3 202494.9K$41M+2.33%
Q2 202476.1K$34M+2.52%
Q1 202473.1K$31M+2.39%
Q4 202392.2K$35M+2.50%
Q3 202389.6K$28M+2.39%
Q2 202386.8K$30M+2.52%
Q4 202281.6K$20M+2.00%
Q3 2022147.3K$34M+1.97%
Q2 2022140.7K$36M+2.08%
Q1 2022140.9K$43M+2.11%
Q4 202161.7K$21M+2.05%
Q2 202166.1K$18M+1.84%
Q1 202153.6K$13M+1.70%
Q4 202051.3K$11M+1.67%
Q3 202053.9K$11M+1.85%
Q2 202055.3K$11M+2.04%
Q1 202051.6K$8M+1.84%
Q4 201951.4K$8M+1.21%
Q3 201943.7K$6M+1.27%
Q2 201957.6K$7M+0.98%
Q1 201941.5K$5M+1.09%
Q4 201840.2K$4M+1.10%

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