SEC 13F Intelligence

Daymark Wealth Partners, LLC / MSFT

Daymark Wealth Partners, LLC’s Microsoft Corp Position

Does Daymark Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes303.8K shares worth $112M (+3.54% of its 13F portfolio) as of Q1 2026, up from 294.4K shares the prior filed quarter.

Position Value
$112M
Q1 2026
Shares
303.8K
% of Portfolio
+3.54%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $26MQ4 ’22Q1 ’23: $37MQ2 ’23: $79MQ2 ’23Q3 ’23: $87MQ4 ’23: $103MQ4 ’23Q1 ’24: $116MQ2 ’24: $133MQ2 ’24Q3 ’24: $128MQ4 ’24: $126MQ4 ’24Q1 ’25: $113MQ2 ’25: $148MQ2 ’25Q3 ’25: $153MQ4 ’25: $142MQ4 ’25Q1 ’26: $112Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026303.8K$112M+3.54%
Q4 2025294.4K$142M+4.54%
Q3 2025295.5K$153M+5.20%
Q2 2025297.8K$148M+5.64%
Q1 2025301.2K$113M+4.86%
Q4 2024393.5K$126M+5.32%
Q3 2024392.4K$128M+5.42%
Q2 2024392.0K$133M+6.09%
Q1 2024370.4K$116M+6.24%
Q4 2023369.1K$103M+6.33%
Q3 2023370.7K$87M+6.00%
Q2 2023230.8K$79M+5.84%
Q1 2023130.0K$37M+4.97%
Q4 2022109.9K$26M+4.66%

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