Taylor & Morgan Wealth Management, LLC / MSFT
Taylor & Morgan Wealth Management, LLC’s Microsoft Corp Position
Does Taylor & Morgan Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 11.0K shares worth $4M (+2.32% of its 13F portfolio) as of Q1 2026, down from 11.2K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
11.0K
% of Portfolio
+2.32%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.0K | $4M | +2.32% |
| Q4 2025 | 11.2K | $5M | +3.05% |
| Q3 2025 | 11.6K | $6M | +3.69% |
| Q2 2025 | 11.5K | $6M | +3.88% |
| Q1 2025 | 11.5K | $4M | +3.27% |
| Q4 2024 | 11.8K | $5M | +3.49% |
| Q3 2024 | 13.3K | $6M | +3.85% |
| Q2 2024 | 13.7K | $6M | +4.33% |
| Q1 2024 | 13.9K | $6M | +4.28% |
| Q4 2023 | 13.7K | $5M | +4.10% |
| Q3 2023 | 13.6K | $4M | +3.87% |
| Q2 2023 | 14.0K | $5M | +3.90% |
| Q1 2023 | 14.2K | $4M | +3.55% |
| Q4 2022 | 13.7K | $3M | +3.11% |
| Q3 2022 | 13.6K | $3M | +3.15% |
| Q2 2022 | 11.7K | $3M | +2.85% |
| Q1 2022 | 10.8K | $3M | +2.71% |
| Q4 2021 | 7.3K | $2M | +1.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Taylor & Morgan Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.