Schwarz Dygos Wheeler Investment Advisors LLC / MSFT
Schwarz Dygos Wheeler Investment Advisors LLC’s Microsoft Corp Position
Does Schwarz Dygos Wheeler Investment Advisors LLC own Microsoft Corp (MSFT)? Yes — 15.4K shares worth $6M (+1.18% of its 13F portfolio) as of Q1 2026, up from 14.6K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
15.4K
% of Portfolio
+1.18%
Quarters Held
27
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 15.4K | $6M | +1.18% |
| Q4 2025 | 14.6K | $7M | +1.46% |
| Q3 2025 | 14.5K | $7M | +1.59% |
| Q2 2025 | 14.4K | $7M | +1.64% |
| Q1 2025 | 14.6K | $5M | +1.30% |
| Q4 2024 | 14.7K | $6M | +1.52% |
| Q3 2024 | 15.4K | $7M | +1.66% |
| Q2 2024 | 15.6K | $7M | +1.87% |
| Q1 2024 | 15.6K | $7M | +1.84% |
| Q4 2023 | 15.9K | $6M | +1.84% |
| Q3 2023 | 15.8K | $5M | +1.69% |
| Q2 2023 | 15.7K | $5M | +1.77% |
| Q1 2023 | 16.0K | $5M | +1.67% |
| Q4 2022 | 12.1K | $3M | +1.14% |
| Q3 2022 | 12.5K | $3M | +1.29% |
| Q2 2022 | 12.5K | $3M | +1.29% |
| Q1 2022 | 12.6K | $4M | +1.31% |
| Q4 2021 | 12.4K | $4M | +1.41% |
| Q3 2021 | 12.3K | $3M | +1.27% |
| Q2 2021 | 11.6K | $3M | +1.14% |
| Q1 2021 | 10.9K | $3M | +1.06% |
| Q4 2020 | 10.9K | $2M | +1.17% |
| Q3 2020 | 10.7K | $2M | +1.28% |
| Q2 2020 | 9.0K | $2M | +1.21% |
| Q1 2020 | 13.9K | $2M | +1.86% |
| Q4 2019 | 8.9K | $1M | +0.95% |
| Q3 2019 | 8.0K | $812,000 | +0.88% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of MSFT.