Baker Tilly Wealth Management, LLC / MSFT
Baker Tilly Wealth Management, LLC’s Microsoft Corp Position
Does Baker Tilly Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 19.5K shares worth $7M (+1.75% of its 13F portfolio) as of Q1 2026, up from 19.4K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
19.5K
% of Portfolio
+1.75%
Quarters Held
20
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.5K | $7M | +1.75% |
| Q4 2025 | 19.4K | $9M | +2.32% |
| Q3 2025 | 19.0K | $10M | +2.23% |
| Q2 2025 | 18.4K | $9M | +3.27% |
| Q1 2025 | 18.4K | $7M | +2.71% |
| Q4 2024 | 17.6K | $7M | +2.91% |
| Q3 2024 | 17.3K | $7M | +3.30% |
| Q2 2024 | 20.6K | $9M | +3.76% |
| Q1 2024 | 47.9K | $20M | +3.64% |
| Q4 2023 | 50.0K | $19M | +3.09% |
| Q3 2023 | 49.8K | $16M | +2.59% |
| Q2 2023 | 97.4K | $33M | +3.48% |
| Q1 2023 | 101.9K | $29M | +3.30% |
| Q4 2022 | 100.6K | $24M | +2.97% |
| Q3 2022 | 92.3K | $21M | +2.93% |
| Q2 2022 | 93.7K | $24M | +3.16% |
| Q1 2022 | 88.8K | $27M | +3.03% |
| Q4 2021 | 83.3K | $28M | +3.01% |
| Q3 2021 | 75.4K | $21M | +2.81% |
| Q2 2021 | 72.2K | $20M | +3.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Tilly Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.