SEC 13F Intelligence

Power Wealth Management LLC / MSFT

Power Wealth Management LLC’s Microsoft Corp Position

Does Power Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 7.5K shares worth $3M (+1.04% of its 13F portfolio) as of Q1 2026, down from 7.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.5K
% of Portfolio
+1.04%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.5K$3M+1.04%
Q4 20257.8K$4M+1.33%
Q3 20257.9K$4M+1.48%
Q2 20257.9K$4M+1.51%
Q1 20257.7K$3M+1.17%
Q4 20247.8K$3M+1.37%
Q3 20247.9K$3M+1.46%
Q2 20247.2K$3M+1.54%
Q1 20247.7K$3M+2.02%
Q4 20238.5K$3M+2.21%

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