Axim Planning & Wealth’s Microsoft Corp Position
Does Axim Planning & Wealth own Microsoft Corp (MSFT)? Yes — 2.5K shares worth $924,314 (+1.12% of its 13F portfolio) as of Q1 2026, up from 1.7K shares the prior filed quarter.
Position Value
$924,314
Q1 2026
Shares
2.5K
% of Portfolio
+1.12%
Quarters Held
15
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.5K | $924,314 | +1.12% |
| Q4 2025 | 1.7K | $813,932 | +0.86% |
| Q3 2025 | 2.2K | $1M | +0.89% |
| Q2 2025 | 2.4K | $1M | +1.10% |
| Q1 2025 | 2.4K | $886,296 | +0.79% |
| Q4 2024 | 2.5K | $1M | +1.14% |
| Q3 2024 | 2.6K | $1M | +1.24% |
| Q2 2024 | 2.6K | $1M | +1.38% |
| Q1 2024 | 2.7K | $1M | +0.92% |
| Q4 2023 | 2.8K | $1M | +0.95% |
| Q3 2023 | 2.7K | $848,736 | +0.75% |
| Q2 2023 | 2.4K | $829,896 | +0.75% |
| Q1 2023 | 2.3K | $674,910 | +0.67% |
| Q4 2022 | 2.3K | $560,220 | +0.58% |
| Q3 2022 | 1.5K | $338,000 | +0.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axim Planning & Wealth’s full portfolio or all institutional holders of MSFT.