Frg Family Wealth Advisors LLC / MSFT
Frg Family Wealth Advisors LLC’s Microsoft Corp Position
Does Frg Family Wealth Advisors LLC own Microsoft Corp (MSFT)? Yes — 142.8K shares worth $53M (+8.66% of its 13F portfolio) as of Q1 2026, up from 141.3K shares the prior filed quarter.
Position Value
$53M
Q1 2026
Shares
142.8K
% of Portfolio
+8.66%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 142.8K | $53M | +8.66% |
| Q4 2025 | 141.3K | $68M | +10.61% |
| Q3 2025 | 142.8K | $74M | +11.91% |
| Q2 2025 | 143.4K | $71M | +12.40% |
| Q1 2025 | 144.7K | $54M | +10.49% |
| Q4 2024 | 146.0K | $62M | +11.17% |
| Q3 2024 | 154.6K | $67M | +11.92% |
| Q2 2024 | 153.0K | $61M | +11.84% |
| Q1 2024 | 153.2K | $60M | +11.70% |
| Q4 2023 | 147.9K | $56M | +11.29% |
| Q3 2023 | 148.5K | $47M | +10.59% |
| Q2 2023 | 148.1K | $50M | +11.05% |
| Q1 2023 | 147.4K | $43M | +9.71% |
| Q4 2022 | 148.2K | $36M | +8.47% |
| Q3 2022 | 150.4K | $35M | +8.65% |
| Q2 2022 | 150.3K | $39M | +8.92% |
| Q1 2022 | 150.0K | $46M | +9.00% |
| Q4 2021 | 154.5K | $52M | +9.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Frg Family Wealth Advisors LLC’s full portfolio or all institutional holders of MSFT.