SEC 13F Intelligence

Semus Wealth Partners LLC / MSFT

Semus Wealth Partners LLC’s Microsoft Corp Position

Does Semus Wealth Partners LLC own Microsoft Corp (MSFT)? Yes16.9K shares worth $6M (+3.50% of its 13F portfolio) as of Q1 2026, up from 12.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
16.9K
% of Portfolio
+3.50%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$6M+3.50%
Q4 202512.7K$6M+3.30%
Q3 202512.4K$6M+3.64%
Q2 202512.5K$6M+4.05%
Q1 202512.4K$5M+3.24%
Q4 202412.1K$5M+3.37%
Q3 202411.2K$5M+3.37%
Q2 202410.7K$5M+3.70%
Q1 202410.6K$4M+3.76%
Q4 202311.0K$4M+3.39%
Q3 202310.9K$3M+3.20%
Q2 20239.6K$3M+3.00%
Q1 20239.3K$3M+2.87%
Q4 20229.6K$2M+2.79%

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