SEC 13F Intelligence

Buck Wealth Strategies, LLC / MSFT

Buck Wealth Strategies, LLC’s Microsoft Corp Position

Does Buck Wealth Strategies, LLC own Microsoft Corp (MSFT)? Yes — 45.7K shares worth $17M (+2.09% of its 13F portfolio) as of Q1 2026, up from 37.6K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
45.7K
% of Portfolio
+2.09%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $5MQ1 ’24Q2 ’24: $9MQ3 ’24: $8MQ3 ’24Q4 ’24: $11MQ1 ’25: $12MQ1 ’25Q2 ’25: $17MQ3 ’25: $18MQ3 ’25Q4 ’25: $18MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.7K$17M+2.09%
Q4 202537.6K$18M+2.31%
Q3 202535.3K$18M+2.51%
Q2 202534.4K$17M+2.61%
Q1 202531.1K$12M+2.12%
Q4 202426.6K$11M+2.33%
Q3 202419.1K$8M+2.59%
Q2 202421.2K$9M+2.79%
Q1 202411.0K$5M+1.59%
Q4 202318.7K$7M+2.60%
Q3 202318.3K$6M+2.33%

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