SEC 13F Intelligence

Miller Wealth Advisors, LLC / MSFT

Miller Wealth Advisors, LLC’s Microsoft Corp Position

Does Miller Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes49.2K shares worth $18M (+7.01% of its 13F portfolio) as of Q1 2026, up from 48.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
49.2K
% of Portfolio
+7.01%
Quarters Held
16
currently held

Position History MSFT

Reported value by quarter
Q2 ’22: $12MQ2 ’22Q3 ’22: $12MQ4 ’22: $13,562Q4 ’22Q1 ’23: $240Q2 ’23: $16MQ2 ’23Q3 ’23: $15MQ4 ’23: $18MQ4 ’23Q1 ’24: $20MQ2 ’24: $21MQ2 ’24Q3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $18MQ2 ’25: $24MQ2 ’25Q3 ’25: $25MQ4 ’25: $24MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.2K$18M+7.01%
Q4 202548.6K$24M+8.69%
Q3 202548.5K$25M+10.14%
Q2 202547.4K$24M+11.04%
Q1 202547.4K$18M+9.87%
Q4 202446.8K$20M+10.05%
Q3 202446.8K$19M+10.63%
Q2 202447.5K$21M+11.48%
Q1 202447.7K$20M+11.98%
Q4 202347.6K$18M+11.47%
Q3 202346.9K$15M+10.07%
Q2 202345.6K$16M+10.47%
Q1 20234.4K$240+1.17%
Q4 202255.9K$13,562+9.42%
Q3 202246.5K$12M+9.76%
Q2 202246.5K$12M+9.92%

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