SEC 13F Intelligence

Drive Wealth Management, LLC / MSFT

Drive Wealth Management, LLC’s Microsoft Corp Position

Does Drive Wealth Management, LLC own Microsoft Corp (MSFT)? Yes29.8K shares worth $11M (+2.33% of its 13F portfolio) as of Q1 2026, up from 28.7K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
29.8K
% of Portfolio
+2.33%
Quarters Held
15
currently held

Position History MSFT

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ3 ’23Q4 ’23: $9MQ1 ’24: $10MQ1 ’24Q2 ’24: $11MQ3 ’24: $11MQ3 ’24Q4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $13MQ3 ’25: $14MQ3 ’25Q4 ’25: $14MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.8K$11M+2.33%
Q4 202528.7K$14M+2.71%
Q3 202527.8K$14M+3.05%
Q2 202526.9K$13M+2.93%
Q1 202526.3K$10M+2.32%
Q4 202425.2K$11M+2.61%
Q3 202424.8K$11M+2.78%
Q2 202424.5K$11M+2.95%
Q1 202423.9K$10M+2.82%
Q4 202324.3K$9M+2.94%
Q3 202323.2K$7M+2.68%
Q2 202322.8K$8M+2.88%
Q1 202318.9K$5M+2.28%
Q4 202218.7K$4M+2.24%
Q3 20225.4K$2M+1.60%

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