Soltis Investment Advisors LLC / MSFT
Soltis Investment Advisors LLC’s Microsoft Corp Position
Does Soltis Investment Advisors LLC own Microsoft Corp (MSFT)? Yes — 226.3K shares worth $84M (+5.28% of its 13F portfolio) as of Q1 2026, up from 221.6K shares the prior filed quarter.
Position Value
$84M
Q1 2026
Shares
226.3K
% of Portfolio
+5.28%
Quarters Held
26
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 226.3K | $84M | +5.28% |
| Q4 2025 | 221.6K | $107M | +6.95% |
| Q3 2025 | 196.7K | $102M | +7.04% |
| Q2 2025 | 198.0K | $98M | +7.74% |
| Q1 2025 | 181.2K | $68M | +6.08% |
| Q4 2024 | 164.3K | $69M | +6.42% |
| Q3 2024 | 146.3K | $63M | +6.06% |
| Q2 2024 | 140.5K | $63M | +6.64% |
| Q1 2024 | 130.2K | $55M | +6.13% |
| Q4 2023 | 115.1K | $43M | +4.88% |
| Q3 2023 | 116.5K | $37M | +4.73% |
| Q2 2023 | 113.1K | $39M | +4.48% |
| Q1 2023 | 102.4K | $30M | +3.76% |
| Q4 2022 | 70.9K | $17M | +2.24% |
| Q3 2022 | 65.6K | $15M | +2.30% |
| Q2 2022 | 44.5K | $11M | +1.66% |
| Q1 2022 | 47.3K | $15M | +2.03% |
| Q4 2021 | 44.6K | $15M | +2.12% |
| Q3 2021 | 41.4K | $12M | +1.81% |
| Q2 2021 | 45.6K | $12M | +1.96% |
| Q1 2021 | 35.0K | $8M | +1.51% |
| Q4 2020 | 25.4K | $6M | +1.04% |
| Q3 2020 | 25.4K | $5M | +1.26% |
| Q2 2020 | 40.0K | $8M | +2.11% |
| Q1 2020 | 29.0K | $5M | +1.42% |
| Q4 2019 | 11.3K | $2M | +0.34% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soltis Investment Advisors LLC’s full portfolio or all institutional holders of MSFT.