Marion Wealth Management / MSFT
Marion Wealth Management’s Microsoft Corp Position
Does Marion Wealth Management own Microsoft Corp (MSFT)? Yes — 16.7K shares worth $6M (+1.37% of its 13F portfolio) as of Q1 2026, up from 15.4K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
16.7K
% of Portfolio
+1.37%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 16.7K | $6M | +1.37% |
| Q4 2025 | 15.4K | $7M | +1.60% |
| Q3 2025 | 15.3K | $8M | +1.88% |
| Q2 2025 | 15.4K | $8M | +1.92% |
| Q1 2025 | 15.4K | $6M | +1.54% |
| Q4 2024 | 15.2K | $6M | +1.70% |
| Q3 2024 | 15.1K | $6M | +1.73% |
| Q2 2024 | 14.7K | $7M | +1.93% |
| Q1 2024 | 14.7K | $6M | +1.84% |
| Q4 2023 | 13.7K | $5M | +1.64% |
| Q3 2023 | 15.0K | $5M | +1.67% |
| Q2 2023 | 13.6K | $5M | +1.65% |
| Q1 2023 | 13.7K | $4M | +1.48% |
| Q4 2022 | 12.6K | $3M | +1.28% |
| Q3 2022 | 10.8K | $3M | +1.29% |
| Q2 2022 | 9.8K | $3M | +1.31% |
| Q1 2022 | 9.3K | $3M | +1.40% |
| Q4 2021 | 9.3K | $3M | +1.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marion Wealth Management’s full portfolio or all institutional holders of MSFT.