SEC 13F Intelligence

Accurate Wealth Management, LLC / MSFT

Accurate Wealth Management, LLC’s Microsoft Corp Position

Does Accurate Wealth Management, LLC own Microsoft Corp (MSFT)? Yes41.2K shares worth $15M (+1.84% of its 13F portfolio) as of Q1 2026, up from 37.2K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
41.2K
% of Portfolio
+1.84%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ1 ’22: $6MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $7MQ3 ’23Q4 ’23: $7MQ1 ’24: $7MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $10MQ1 ’25: $10MQ1 ’25Q2 ’25: $16MQ3 ’25: $17MQ4 ’25: $18MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.2K$15M+1.84%
Q4 202537.2K$18M+2.26%
Q3 202532.2K$17M+2.20%
Q2 202532.8K$16M+2.52%
Q1 202525.6K$10M+1.89%
Q4 202424.5K$10M+1.97%
Q3 202423.2K$10M+1.95%
Q2 202421.5K$10M+2.34%
Q1 202418.8K$7M+2.19%
Q4 202319.2K$7M+2.30%
Q3 202320.9K$7M+2.17%
Q2 202316.6K$6M+1.79%
Q1 202316.1K$5M+1.61%
Q4 202220.4K$5M+1.72%
Q3 202221.6K$5M+2.29%
Q2 202216.7K$4M+2.40%
Q1 202218.1K$6M+2.50%
Q4 202110.7K$4M+3.18%
Q3 202110.1K$3M+2.96%
Q2 202110.2K$3M+2.43%

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