Truwealth Advisors, LLC / MSFT
Truwealth Advisors, LLC’s Microsoft Corp Position
Does Truwealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 101.5K shares worth $38M (+1.81% of its 13F portfolio) as of Q1 2026, up from 96.8K shares the prior filed quarter.
Position Value
$38M
Q1 2026
Shares
101.5K
% of Portfolio
+1.81%
Quarters Held
22
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 101.5K | $38M | +1.81% |
| Q4 2025 | 96.8K | $47M | +2.29% |
| Q3 2025 | 95.6K | $50M | +2.50% |
| Q2 2025 | 95.1K | $47M | +2.60% |
| Q1 2025 | 92.2K | $35M | +2.09% |
| Q4 2024 | 88.9K | $37M | +2.26% |
| Q3 2024 | 87.2K | $38M | +2.30% |
| Q2 2024 | 86.0K | $38M | +2.56% |
| Q1 2024 | 84.4K | $36M | +2.48% |
| Q4 2023 | 84.0K | $32M | +2.41% |
| Q3 2023 | 82.5K | $26M | +2.24% |
| Q2 2023 | 96.8K | $33M | +2.83% |
| Q1 2023 | 96.6K | $28M | +2.55% |
| Q4 2022 | 94.7K | $23M | +2.22% |
| Q3 2022 | 92.2K | $21M | +2.27% |
| Q2 2022 | 90.6K | $23M | +2.49% |
| Q1 2022 | 67.6K | $21M | +2.17% |
| Q4 2021 | 64.7K | $22M | +2.20% |
| Q3 2021 | 63.4K | $18M | +1.99% |
| Q2 2021 | 63.0K | $17M | +2.00% |
| Q1 2021 | 61.1K | $14M | +1.96% |
| Q4 2020 | 57.5K | $13M | +1.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truwealth Advisors, LLC’s full portfolio or all institutional holders of MSFT.