SEC 13F Intelligence

Urban Wealth Management, LLC / MSFT

Urban Wealth Management, LLC’s Microsoft Corp Position

Does Urban Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 4.5K shares worth $2M (+1.71% of its 13F portfolio) as of Q1 2026, down from 8.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.5K
% of Portfolio
+1.71%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q4 ’25: $4MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.5K$2M+1.71%
Q4 20258.4K$4M+3.77%
Q4 20209.1K$2M+1.69%

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