SEC 13F Intelligence

Palumbo Wealth Management LLC / MSFT

Palumbo Wealth Management LLC’s Microsoft Corp Position

Does Palumbo Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 23.4K shares worth $9M (+2.12% of its 13F portfolio) as of Q1 2026, up from 22.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
23.4K
% of Portfolio
+2.12%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ3 ’25: $10MQ3 ’25Q4 ’25: $11MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.4K$9M+2.12%
Q4 202522.3K$11M+2.66%
Q3 202522.2K$10M+3.28%
Q2 202520.1K$10M+3.09%
Q1 202520.0K$8M+2.51%
Q4 202417.2K$7M+2.70%
Q3 202416.3K$7M+2.72%
Q2 202415.1K$7M+2.85%
Q1 202414.6K$6M+2.74%
Q4 202314.5K$5M+2.78%
Q3 202315.0K$5M+2.60%
Q2 202313.0K$4M+2.70%
Q1 202313.0K$4M+2.49%
Q4 202212.5K$3M+2.39%
Q3 202212.5K$3M+2.47%
Q2 202212.5K$3M+2.55%
Q1 202212.5K$4M+2.48%
Q4 202112.4K$4M+2.61%
Q3 202112.2K$3M+2.26%
Q2 202112.6K$3M+2.29%
Q1 202112.6K$3M+2.24%

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