SEC 13F Intelligence

Blackdiamond Wealth Management, LLC / MSFT

Blackdiamond Wealth Management, LLC’s Microsoft Corp Position

Does Blackdiamond Wealth Management, LLC own Microsoft Corp (MSFT)? Yes15.7K shares worth $6M (+2.80% of its 13F portfolio) as of Q1 2026, up from 15.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
15.7K
% of Portfolio
+2.80%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$6M+2.80%
Q4 202515.6K$6M+3.14%
Q3 202512.1K$6M+3.41%
Q2 202511.5K$6M+3.28%
Q1 202511.5K$5M+3.40%
Q4 202412.2K$5M+2.96%
Q3 202411.8K$5M+3.02%
Q2 202410.8K$4M+2.87%
Q1 20249.6K$4M+2.86%
Q4 20239.2K$4M+2.74%
Q3 20238.9K$3M+2.71%
Q2 20238.7K$3M+2.58%
Q1 20238.2K$2M+2.32%
Q4 20228.2K$2M+2.12%
Q3 20227.8K$2M+2.34%
Q2 20227.1K$2M+2.32%
Q1 20226.9K$2M+2.55%
Q4 20216.8K$2M+2.63%

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