SEC 13F Intelligence

Nicholas Wealth, LLC. / MSFT

Nicholas Wealth, LLC.’s Microsoft Corp Position

Does Nicholas Wealth, LLC. own Microsoft Corp (MSFT)? Yes — 8.0K shares worth $3M (+2.04% of its 13F portfolio) as of Q1 2026, up from 4.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
8.0K
% of Portfolio
+2.04%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.0K$3M+2.04%
Q4 20254.0K$2M+1.58%
Q3 20257.3K$4M+1.58%
Q2 20256.8K$3M+1.65%
Q1 20256.9K$3M+1.49%
Q4 20248.5K$4M+1.91%
Q3 20247.8K$3M+2.08%
Q2 20249.0K$4M+2.81%
Q1 20248.6K$4M+2.73%
Q4 20238.4K$3M+2.72%
Q3 20236.7K$2M+1.94%

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