Massachusetts Wealth Management / MSFT
Massachusetts Wealth Management’s Microsoft Corp Position
Does Massachusetts Wealth Management own Microsoft Corp (MSFT)? Yes — 9.7K shares worth $4M (+1.56% of its 13F portfolio) as of Q1 2026, up from 9.6K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
9.7K
% of Portfolio
+1.56%
Quarters Held
14
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 9.7K | $4M | +1.56% |
| Q4 2025 | 9.6K | $5M | +2.17% |
| Q3 2025 | 9.6K | $5M | +2.47% |
| Q2 2025 | 9.7K | $5M | +2.73% |
| Q1 2025 | 9.7K | $4M | +2.50% |
| Q4 2024 | 9.8K | $4M | +2.55% |
| Q3 2024 | 9.9K | $4M | +2.68% |
| Q2 2024 | 9.6K | $4M | +2.89% |
| Q1 2024 | 9.6K | $4M | +2.85% |
| Q4 2023 | 9.5K | $4M | +2.88% |
| Q3 2023 | 9.3K | $3M | +2.68% |
| Q2 2023 | 9.2K | $3M | +3.00% |
| Q1 2023 | 9.1K | $3M | +2.70% |
| Q4 2022 | 9.3K | $2M | +2.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of MSFT.