SEC 13F Intelligence

Altus Wealth Group LLC / MSFT

Altus Wealth Group LLC’s Microsoft Corp Position

Does Altus Wealth Group LLC own Microsoft Corp (MSFT)? Yes14.6K shares worth $5M (+2.21% of its 13F portfolio) as of Q1 2026, up from 14.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.6K
% of Portfolio
+2.21%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $7MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.6K$5M+2.21%
Q4 202514.5K$7M+2.81%
Q3 202514.4K$7M+3.06%
Q2 202514.6K$7M+3.21%
Q1 202515.3K$6M+2.69%
Q4 202415.2K$6M+2.84%
Q3 202415.5K$7M+2.84%
Q2 202411.8K$5M+2.64%
Q1 202412.1K$5M+2.55%
Q4 202312.1K$5M+2.52%
Q3 202311.6K$4M+2.32%
Q2 202311.9K$4M+2.48%
Q1 202312.0K$3M+2.33%
Q4 202212.9K$3M+2.35%
Q3 202212.6K$4M+3.52%
Q2 202212.6K$4M+3.52%
Q1 202212.7K$4M+3.21%
Q4 202112.6K$4M+3.48%
Q3 202112.6K$4M+3.52%
Q2 202110.9K$3M+2.88%
Q1 202110.4K$3M+2.57%
Q4 202011.8K$3M+2.51%

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