Strategic Wealth Investment Group, LLC / MSFT
Strategic Wealth Investment Group, LLC’s Microsoft Corp Position
Does Strategic Wealth Investment Group, LLC own Microsoft Corp (MSFT)? Yes — 64.4K shares worth $24M (+3.03% of its 13F portfolio) as of Q1 2026, up from 58.2K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
64.4K
% of Portfolio
+3.03%
Quarters Held
25
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 64.4K | $24M | +3.03% |
| Q4 2025 | 58.2K | $28M | +3.46% |
| Q3 2025 | 85.4K | $44M | +3.72% |
| Q2 2025 | 5.4K | $3M | +3.88% |
| Q1 2025 | 5.3K | $2M | +3.46% |
| Q4 2024 | 74.9K | $31M | +1.14% |
| Q3 2024 | 68.0K | $29M | +3.07% |
| Q2 2024 | 41.4K | $19M | +2.39% |
| Q4 2023 | 37.0K | $14M | +2.09% |
| Q3 2023 | 32.7K | $10M | +1.87% |
| Q2 2023 | 29.4K | $10M | +1.59% |
| Q1 2023 | 26.9K | $8M | +1.44% |
| Q4 2022 | 22.9K | $5M | +1.25% |
| Q3 2022 | 20.0K | $5M | +1.34% |
| Q2 2022 | 19.5K | $5M | +1.25% |
| Q1 2022 | 19.9K | $6M | +1.47% |
| Q4 2021 | 17.7K | $6M | +1.55% |
| Q3 2021 | 15.9K | $5M | +1.35% |
| Q2 2021 | 13.6K | $4M | +1.31% |
| Q1 2021 | 10.0K | $2M | +1.14% |
| Q4 2020 | 8.5K | $2M | +1.11% |
| Q3 2020 | 7.9K | $2M | +1.24% |
| Q2 2020 | 7.0K | $1M | +1.39% |
| Q1 2020 | 7.0K | $1M | +1.79% |
| Q4 2019 | 7.6K | $1M | +1.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of MSFT.