Wallace Advisory Group, LLC / MSFT
Wallace Advisory Group, LLC’s Microsoft Corp Position
Does Wallace Advisory Group, LLC own Microsoft Corp (MSFT)? Yes — 4.8K shares worth $2M (+1.89% of its 13F portfolio) as of Q1 2026, down from 5.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
4.8K
% of Portfolio
+1.89%
Quarters Held
14
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.8K | $2M | +1.89% |
| Q4 2025 | 5.0K | $2M | +2.55% |
| Q3 2025 | 5.8K | $3M | +2.33% |
| Q2 2025 | 7.3K | $3M | +2.00% |
| Q1 2025 | 7.2K | $3M | +2.11% |
| Q4 2024 | 7.0K | $3M | +2.08% |
| Q3 2024 | 7.4K | $3M | +2.43% |
| Q2 2024 | 7.6K | $3M | +2.44% |
| Q1 2024 | 7.1K | $3M | +2.00% |
| Q4 2023 | 5.6K | $2M | +1.38% |
| Q3 2023 | 5.9K | $2M | +1.43% |
| Q2 2023 | 6.1K | $2M | +1.34% |
| Q1 2023 | 6.1K | $2M | +1.34% |
| Q4 2022 | 6.0K | $1M | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of MSFT.