SEC 13F Intelligence

Aberdeen Wealth Management LLC / MSFT

Aberdeen Wealth Management LLC’s Microsoft Corp Position

Does Aberdeen Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 11.2K shares worth $4M (+1.88% of its 13F portfolio) as of Q1 2026, down from 11.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.2K
% of Portfolio
+1.88%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$4M+1.88%
Q4 202511.4K$6M+2.56%
Q3 202512.4K$6M+4.04%
Q2 202512.4K$6M+4.09%
Q1 202512.4K$5M+3.20%
Q4 202412.7K$5M+3.66%
Q3 202413.3K$6M+3.75%
Q2 202413.7K$6M+4.14%
Q1 202414.5K$6M+3.54%
Q4 202314.2K$5M+3.88%
Q3 202314.6K$5M+3.48%
Q2 202314.7K$5M+3.63%
Q1 202314.7K$4M+3.15%
Q4 202214.7K$4M+2.65%
Q3 202214.7K$3M+3.01%
Q2 202214.7K$4M+2.99%
Q1 202214.7K$5M+3.09%
Q4 202114.7K$5M+3.23%
Q3 202114.7K$4M+4.00%
Q2 202115.0K$4M+3.76%
Q1 202115.1K$4M+2.83%
Q4 202016.9K$4M+2.84%
Q3 202015.8K$3M+3.17%
Q2 202020.4K$4M+4.44%
Q1 202016.9K$3M+3.25%
Q4 201916.9K$3M+1.98%

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