Peterson Wealth Services / MSFT
Peterson Wealth Services’s Microsoft Corp Position
Does Peterson Wealth Services own Microsoft Corp (MSFT)? Yes — 17.3K shares worth $6M (+1.58% of its 13F portfolio) as of Q1 2026, up from 16.5K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
17.3K
% of Portfolio
+1.58%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.3K | $6M | +1.58% |
| Q4 2025 | 16.5K | $8M | +2.04% |
| Q3 2025 | 1.2K | $9M | +2.12% |
| Q2 2025 | 16.7K | $8M | +2.28% |
| Q1 2025 | 16.5K | $6M | +1.92% |
| Q4 2024 | 15.6K | $7M | +1.97% |
| Q3 2024 | 15.7K | $7M | +2.16% |
| Q2 2024 | 16.5K | $7M | +2.57% |
| Q1 2024 | 16.2K | $7M | +2.48% |
| Q4 2023 | 15.6K | $6M | +2.51% |
| Q3 2023 | 12.7K | $4M | +3.00% |
| Q2 2023 | 12.3K | $4M | +2.01% |
| Q1 2023 | 6.4K | $2M | +0.94% |
| Q4 2022 | 3.6K | $859,873 | +0.49% |
| Q3 2022 | 4.6K | $1M | +0.76% |
| Q2 2022 | 3.7K | $952,000 | +0.69% |
| Q1 2022 | 7.9K | $2M | +1.49% |
| Q4 2021 | 7.0K | $2M | +1.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of MSFT.