SEC 13F Intelligence

Baron Wealth Management LLC / MSFT

Baron Wealth Management LLC’s Microsoft Corp Position

Does Baron Wealth Management LLC own Microsoft Corp (MSFT)? Yes10.5K shares worth $4M (+1.01% of its 13F portfolio) as of Q2 2026, up from 8.8K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
10.5K
% of Portfolio
+1.01%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q1 ’23: $2,601Q1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $3MQ1 ’26Q2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202610.5K$4M+1.01%
Q1 20268.8K$3M+0.97%
Q4 20259.9K$5M+1.47%
Q3 20259.3K$5M+1.60%
Q2 202510.1K$5M+1.78%
Q1 20258.7K$3M+1.44%
Q4 20248.8K$4M+1.75%
Q3 20248.6K$4M+1.78%
Q2 20248.9K$4M+2.05%
Q1 20248.4K$4M+1.88%
Q4 20238.4K$3M+1.74%
Q3 20238.3K$3M+1.68%
Q2 20238.6K$3M+1.87%
Q1 20239.0K$2,601+1.84%

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