Primoris Wealth Advisors, LLC / MSFT
Primoris Wealth Advisors, LLC’s Microsoft Corp Position
Does Primoris Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 4.9K shares worth $2M (+1.27% of its 13F portfolio) as of Q1 2026, down from 6.7K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
4.9K
% of Portfolio
+1.27%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.9K | $2M | +1.27% |
| Q4 2025 | 6.7K | $3M | +1.95% |
| Q3 2025 | 6.7K | $3M | +2.22% |
| Q2 2025 | 6.7K | $3M | +2.28% |
| Q1 2025 | 6.5K | $2M | +1.90% |
| Q4 2024 | 6.5K | $3M | +2.07% |
| Q3 2024 | 6.5K | $3M | +2.02% |
| Q2 2024 | 6.7K | $3M | +2.40% |
| Q1 2024 | 7.0K | $3M | +2.37% |
| Q4 2023 | 6.8K | $3M | +2.41% |
| Q3 2023 | 6.0K | $2M | +2.28% |
| Q2 2023 | 6.0K | $2M | +2.26% |
| Q1 2023 | 6.0K | $2M | +2.14% |
| Q4 2022 | 6.1K | $1M | +2.26% |
| Q3 2022 | 6.2K | $1M | +2.58% |
| Q2 2022 | 9.8K | $3M | +3.62% |
| Q1 2022 | 9.6K | $3M | +2.77% |
| Q4 2021 | 9.5K | $3M | +2.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Primoris Wealth Advisors, LLC’s full portfolio or all institutional holders of MSFT.