SEC 13F Intelligence

Secure Asset Management, LLC / MSFT

Secure Asset Management, LLC’s Microsoft Corp Position

Does Secure Asset Management, LLC own Microsoft Corp (MSFT)? Yes — 23.9K shares worth $9M (+1.40% of its 13F portfolio) as of Q1 2026, up from 22.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
23.9K
% of Portfolio
+1.40%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.9K$9M+1.40%
Q4 202522.1K$11M+1.67%
Q3 202522.3K$12M+1.91%
Q2 202520.8K$10M+1.90%
Q1 202521.8K$8M+1.64%
Q4 202428.3K$12M+1.81%
Q3 202425.9K$11M+1.88%
Q2 202422.5K$10M+1.90%
Q1 202416.8K$7M+1.67%
Q4 202319.2K$7M+1.94%
Q3 202319.2K$6M+1.82%
Q2 202318.1K$6M+1.87%
Q1 202318.0K$5M+1.73%
Q4 202217.7K$4M+1.52%
Q3 202215.2K$4M+1.98%
Q2 202215.3K$4M+2.17%
Q1 202214.6K$4M+2.03%
Q4 202116.9K$6M+2.30%
Q3 202116.9K$5M+2.35%
Q2 202116.1K$4M+2.21%
Q1 202115.0K$4M+1.97%
Q4 202015.3K$3M+2.00%
Q3 202015.5K$3M+2.23%
Q2 202015.2K$3M+2.18%
Q1 202014.5K$2M+2.46%
Q4 201912.3K$2M+1.37%

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