SEC 13F Intelligence

Wealth Advisory Solutions, LLC / MSFT

Wealth Advisory Solutions, LLC’s Microsoft Corp Position

Does Wealth Advisory Solutions, LLC own Microsoft Corp (MSFT)? Yes — 19.5K shares worth $7M (+1.61% of its 13F portfolio) as of Q1 2026, up from 11.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
19.5K
% of Portfolio
+1.61%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $7MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $6MQ2 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.5K$7M+1.61%
Q4 202511.5K$6M+1.30%
Q3 202511.7K$6M+1.46%
Q2 202511.5K$6M+1.45%
Q1 202511.8K$4M+1.17%
Q4 202411.8K$5M+1.40%
Q3 202411.8K$5M+1.40%
Q2 202412.4K$6M+1.50%
Q1 202412.3K$5M+1.34%
Q4 202312.9K$5M+1.69%
Q2 202332.6K$6M+1.54%
Q1 202314.7K$4M+1.13%
Q4 202214.6K$3M+0.94%
Q3 202214.0K$3M+0.90%
Q2 202214.3K$4M+0.90%
Q1 202215.9K$5M+1.02%
Q3 202115.7K$4M+0.99%
Q2 202113.9K$4M+0.89%
Q1 202143.8K$7M+5.32%
Q4 202013.9K$3M+0.83%

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