Marcum Wealth, LLC’s Microsoft Corp Position
Does Marcum Wealth, LLC own Microsoft Corp (MSFT)? Yes — 54.3K shares worth $20M (+1.76% of its 13F portfolio) as of Q1 2025, up from 50.5K shares the prior filed quarter.
Position Value
$20M
Q1 2025
Shares
54.3K
% of Portfolio
+1.76%
Quarters Held
22
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 54.3K | $20M | +1.76% |
| Q4 2024 | 50.5K | $21M | +1.84% |
| Q3 2024 | 48.9K | $21M | +1.95% |
| Q2 2024 | 48.4K | $22M | +2.17% |
| Q1 2024 | 47.2K | $20M | +2.02% |
| Q4 2023 | 43.1K | $16M | +1.73% |
| Q3 2023 | 42.9K | $14M | +1.63% |
| Q2 2023 | 38.4K | $13M | +1.53% |
| Q1 2023 | 40.5K | $12M | +1.46% |
| Q4 2022 | 39.6K | $9M | +1.26% |
| Q3 2022 | 42.6K | $10M | +1.51% |
| Q2 2022 | 40.9K | $10M | +1.57% |
| Q1 2022 | 37.3K | $12M | +1.59% |
| Q4 2021 | 37.0K | $12M | +1.73% |
| Q3 2021 | 37.2K | $10M | +1.65% |
| Q2 2021 | 33.9K | $9M | +1.49% |
| Q1 2021 | 34.5K | $8M | +1.34% |
| Q4 2020 | 20.6K | $5M | +1.07% |
| Q3 2020 | 20.8K | $4M | +1.34% |
| Q2 2020 | 28.6K | $6M | +1.79% |
| Q1 2020 | 19.1K | $3M | +1.17% |
| Q4 2019 | 8.6K | $1M | +0.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marcum Wealth, LLC’s full portfolio or all institutional holders of MSFT.