SEC 13F Intelligence

Latko Wealth Management, Ltd. / MSFT

Latko Wealth Management, Ltd.’s Microsoft Corp Position

Does Latko Wealth Management, Ltd. own Microsoft Corp (MSFT)? Yes — 7.8K shares worth $3M (+1.41% of its 13F portfolio) as of Q1 2026, up from 1.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.8K
% of Portfolio
+1.41%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q3 ’24: $453Q3 ’24Q4 ’24: $479Q4 ’24Q1 ’25: $293Q1 ’25Q2 ’25: $590Q2 ’25Q3 ’25: $572,583Q3 ’25Q4 ’25: $612,801Q4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.8K$3M+1.41%
Q4 20251.3K$612,801+0.30%
Q3 20251.1K$572,583+0.29%
Q2 20251.2K$590+0.33%
Q1 2025782$293+0.19%
Q4 20241.1K$479+0.28%
Q3 20241.1K$453+0.27%

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