SEC 13F Intelligence

Acumen Wealth Advisors, LLC / MSFT

Acumen Wealth Advisors, LLC’s Microsoft Corp Position

Does Acumen Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes37.5K shares worth $14M (+3.74% of its 13F portfolio) as of Q1 2026, up from 33.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
37.5K
% of Portfolio
+3.74%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $16MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.5K$14M+3.74%
Q4 202533.3K$16M+4.64%

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