SEC 13F Intelligence

Jeppson Wealth Management, LLC / MSFT

Jeppson Wealth Management, LLC’s Microsoft Corp Position

Does Jeppson Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 14.0K shares worth $5M (+1.62% of its 13F portfolio) as of Q1 2026, up from 13.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.0K
% of Portfolio
+1.62%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q3 ’20: $3MQ3 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.0K$5M+1.62%
Q4 202513.6K$7M+2.08%
Q3 202513.6K$7M+2.25%
Q2 202513.6K$7M+2.34%
Q1 202514.1K$5M+1.94%
Q4 202413.9K$6M+2.13%
Q3 202413.9K$6M+2.15%
Q2 202414.1K$6M+2.40%
Q1 202413.9K$6M+2.27%
Q4 202314.2K$5M+2.22%
Q3 202314.3K$5M+2.07%
Q2 202314.7K$5M+2.18%
Q1 202315.4K$4M+1.93%
Q4 202216.2K$4M+1.64%
Q3 202216.1K$4M+1.70%
Q2 202215.7K$4M+1.73%
Q1 202213.4K$4M+1.93%
Q4 202112.8K$4M+2.07%
Q3 202113.2K$4M+1.94%
Q2 202113.0K$4M+1.93%
Q1 202113.0K$3M+1.83%
Q3 202013.3K$3M+2.19%

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