SEC 13F Intelligence

Spire Wealth Management / MSFT

Spire Wealth Management’s Microsoft Corp Position

Does Spire Wealth Management own Microsoft Corp (MSFT)? Yes132.1K shares worth $49M (+1.67% of its 13F portfolio) as of Q1 2026, down from 137.2K shares the prior filed quarter.

Position Value
$49M
Q1 2026
Shares
132.1K
% of Portfolio
+1.67%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $72MQ1 ’21Q2 ’21: $71MQ3 ’21: $77MQ4 ’21: $105MQ4 ’21Q1 ’22: $85MQ2 ’22: $54MQ3 ’22: $31MQ3 ’22Q4 ’22: $33,000Q1 ’23: $43MQ2 ’23: $60MQ2 ’23Q3 ’23: $57MQ4 ’23: $80MQ1 ’24: $110MQ1 ’24Q2 ’24: $84MQ3 ’24: $75MQ4 ’24: $73MQ4 ’24Q1 ’25: $69MQ2 ’25: $65MQ3 ’25: $71MQ3 ’25Q4 ’25: $66MQ1 ’26: $49Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026132.1K$49M+1.67%
Q4 2025137.2K$66M+2.22%
Q3 2025136.2K$71M+2.40%
Q2 2025132.4K$65M+2.35%
Q1 2025183.1K$69M+2.20%
Q4 2024173.4K$73M+2.27%
Q3 2024174.9K$75M+2.54%
Q2 2024187.1K$84M+2.95%
Q1 2024194.6K$110M+1.99%
Q4 2023200.7K$80M+2.64%
Q3 2023180.1K$57M+2.17%
Q2 2023175.6K$60M+2.21%
Q1 2023148.8K$43M+1.67%
Q4 2022137.6K$33,000+1.86%
Q3 2022133.5K$31M+1.89%
Q2 2022211.3K$54M+2.24%
Q1 2022274.2K$85M+2.27%
Q4 2021312.5K$105M+2.33%
Q3 2021272.1K$77M+2.03%
Q2 2021262.7K$71M+1.93%
Q1 2021312.1K$72M+1.93%

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