Peterson Wealth Management / MSFT
Peterson Wealth Management’s Microsoft Corp Position
Does Peterson Wealth Management own Microsoft Corp (MSFT)? Yes — 12.3K shares worth $5M (+2.65% of its 13F portfolio) as of Q1 2026, down from 12.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
12.3K
% of Portfolio
+2.65%
Quarters Held
22
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.3K | $5M | +2.65% |
| Q3 2025 | 12.6K | $6M | +3.72% |
| Q2 2025 | 14.0K | $5M | +3.55% |
| Q4 2024 | 13.4K | $6M | +3.37% |
| Q3 2024 | 12.1K | $5M | +3.33% |
| Q2 2024 | 11.3K | $5M | +3.12% |
| Q1 2024 | 10.1K | $4M | +3.06% |
| Q4 2023 | 8.4K | $3M | +2.83% |
| Q3 2023 | 8.7K | $3M | +2.27% |
| Q2 2023 | 3.7K | $1M | +0.99% |
| Q4 2022 | 3.4K | $814,712 | +0.83% |
| Q3 2022 | 3.5K | $807,000 | +0.75% |
| Q2 2022 | 2.9K | $736,000 | +0.95% |
| Q1 2022 | 4.3K | $1M | +0.89% |
| Q4 2021 | 7.9K | $3M | +1.77% |
| Q3 2021 | 7.6K | $2M | +1.67% |
| Q2 2021 | 7.6K | $2M | +1.60% |
| Q1 2021 | 8.0K | $2M | +1.60% |
| Q3 2020 | 9.8K | $2M | +1.83% |
| Q2 2020 | 12.2K | $2M | +2.46% |
| Q1 2020 | 10.8K | $2M | +2.08% |
| Q4 2019 | 11.7K | $2M | +1.72% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Management’s full portfolio or all institutional holders of MSFT.