SEC 13F Intelligence

Forefront Wealth Management Inc. / MSFT

Forefront Wealth Management Inc.’s Microsoft Corp Position

Does Forefront Wealth Management Inc. own Microsoft Corp (MSFT)? Yes21.2K shares worth $10M (+7.36% of its 13F portfolio) as of Q4 2025, down from 21.4K shares the prior filed quarter.

Position Value
$10M
Q4 2025
Shares
21.2K
% of Portfolio
+7.36%
Quarters Held
13
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $10MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202521.2K$10M+7.36%
Q3 202521.4K$11M+8.14%
Q2 202521.9K$11M+8.73%
Q1 202522.0K$8M+7.65%
Q4 202422.1K$9M+8.59%
Q3 202321.8K$7M+9.65%
Q2 202321.8K$7M+9.80%
Q1 202321.9K$6M+8.25%
Q4 202221.9K$5M+7.07%
Q3 202221.8K$5M+7.07%
Q2 202222.4K$6M+7.76%
Q1 202222.4K$7M+6.85%
Q4 202121.5K$7M+6.91%

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