SEC 13F Intelligence

Lmg Wealth Partners, LLC / MSFT

Lmg Wealth Partners, LLC’s Microsoft Corp Position

Does Lmg Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes36.0K shares worth $13M (+2.43% of its 13F portfolio) as of Q1 2026, up from 33.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
36.0K
% of Portfolio
+2.43%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ2 ’24Q3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $17MQ2 ’25Q3 ’25: $18MQ4 ’25: $16MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.0K$13M+2.43%
Q4 202533.2K$16M+3.00%
Q3 202533.9K$18M+3.26%
Q2 202534.0K$17M+3.47%
Q1 202534.2K$13M+2.86%
Q4 202434.2K$14M+3.14%
Q3 202433.8K$15M+3.33%
Q2 202433.4K$15M+3.73%
Q1 202433.3K$14M+3.53%
Q4 202332.1K$12M+3.35%
Q3 202326.4K$8M+2.54%
Q2 202326.3K$9M+2.74%
Q1 202326.6K$8M+2.47%
Q4 202226.4K$6M+2.09%

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