SEC 13F Intelligence

Moser Wealth Advisors, LLC / MSFT

Moser Wealth Advisors, LLC’s Microsoft Corp Position

Does Moser Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes42.7K shares worth $21M (+10.21% of its 13F portfolio) as of Q2 2025, up from 39.1K shares the prior filed quarter.

Position Value
$21M
Q2 2025
Shares
42.7K
% of Portfolio
+10.21%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $8MQ3 ’20Q4 ’20: $9MQ1 ’21: $9MQ2 ’21: $11MQ2 ’21Q3 ’21: $13MQ4 ’21: $13MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q2 ’23: $13MQ3 ’23: $12MQ4 ’23: $15MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ3 ’24: $17MQ3 ’24Q4 ’24: $17MQ1 ’25: $15MQ2 ’25: $21MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202542.7K$21M+10.21%
Q1 202539.1K$15M+7.69%
Q4 202439.5K$17M+8.65%
Q3 202440.4K$17M+9.03%
Q2 202440.3K$18M+9.79%
Q1 202440.1K$17M+9.41%
Q4 202340.3K$15M+9.67%
Q3 202337.7K$12M+8.36%
Q2 202337.8K$13M+8.65%
Q4 202239.0K$9M+7.05%
Q3 202239.2K$9M+7.14%
Q2 202239.7K$10M+7.58%
Q1 202239.4K$12M+7.60%
Q4 202139.7K$13M+8.07%
Q3 202147.9K$13M+8.63%
Q2 202141.0K$11M+7.16%
Q1 202139.1K$9M+6.48%
Q4 202039.3K$9M+6.44%
Q3 202039.7K$8M+6.64%
Q2 202041.1K$8M+7.99%
Q1 202044.2K$7M+8.11%
Q4 201945.4K$7M+6.87%

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