SEC 13F Intelligence

Rockline Wealth Management, LLC / MSFT

Rockline Wealth Management, LLC’s Microsoft Corp Position

Does Rockline Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 57.6K shares worth $21M (+4.64% of its 13F portfolio) as of Q1 2026, up from 57.5K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
57.6K
% of Portfolio
+4.64%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $17MQ4 ’23Q1 ’24: $20MQ2 ’24: $23MQ2 ’24Q3 ’24: $23MQ4 ’24: $23MQ4 ’24Q1 ’25: $21MQ2 ’25: $28MQ2 ’25Q3 ’25: $29MQ4 ’25: $28MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.6K$21M+4.64%
Q4 202557.5K$28M+5.67%
Q3 202556.2K$29M+6.03%
Q2 202556.1K$28M+6.60%
Q1 202556.0K$21M+5.85%
Q4 202454.8K$23M+6.17%
Q3 202453.6K$23M+6.51%
Q2 202451.5K$23M+7.11%
Q1 202447.5K$20M+6.99%
Q4 202346.2K$17M+7.22%

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