SEC 13F Intelligence

Iams Wealth Management, LLC / MSFT

Iams Wealth Management, LLC’s Microsoft Corp Position

Does Iams Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 17.0K shares worth $6M (+1.91% of its 13F portfolio) as of Q2 2026, up from 16.8K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
17.0K
% of Portfolio
+1.91%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $8MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $6MQ1 ’26Q2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.0K$6M+1.91%
Q1 202616.8K$6M+2.16%
Q4 202514.1K$7M+2.47%
Q3 202511.6K$6M+2.40%
Q2 202515.1K$8M+3.45%
Q1 202512.4K$5M+2.12%
Q4 202411.1K$5M+2.13%
Q3 202410.4K$4M+2.20%
Q2 20249.3K$4M+2.28%
Q1 20247.9K$3M+1.96%
Q4 20238.0K$3M+1.95%
Q3 20238.8K$3M+1.91%

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