SEC 13F Intelligence

Hemington Wealth Management / MSFT

Hemington Wealth Management’s Microsoft Corp Position

Does Hemington Wealth Management own Microsoft Corp (MSFT)? Yes15.5K shares worth $8M (+1.05% of its 13F portfolio) as of Q3 2025, up from 15.0K shares the prior filed quarter.

Position Value
$8M
Q3 2025
Shares
15.5K
% of Portfolio
+1.05%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $5MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ2 ’25: $7MQ2 ’25Q3 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202515.5K$8M+1.05%
Q2 202515.0K$7M+1.08%
Q1 202514.2K$5M+0.83%
Q4 202414.1K$6M+1.49%
Q3 202413.5K$5M+1.48%
Q2 202413.9K$6M+2.09%
Q1 202413.5K$6M+2.06%
Q4 202314.6K$6M+2.12%
Q3 202313.9K$4M+2.08%
Q2 202315.0K$5M+2.06%
Q1 202315.5K$4M+1.80%
Q4 202215.6K$4M+1.61%
Q3 202215.5K$4M+1.58%
Q2 202215.2K$4M+1.55%
Q1 202215.3K$5M+1.59%
Q4 202112.9K$3M+1.32%
Q3 202113.8K$4M+1.43%
Q2 202113.9K$4M+1.61%
Q1 202114.4K$3M+1.44%
Q4 202012.9K$3M+1.32%

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