SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / MSFT

Wellington Wealth Strategies, LLC.’s Microsoft Corp Position

Does Wellington Wealth Strategies, LLC. own Microsoft Corp (MSFT)? Yes — 11.7K shares worth $5M (+4.37% of its 13F portfolio) as of Q4 2024, down from 15.3K shares the prior filed quarter.

Position Value
$5M
Q4 2024
Shares
11.7K
% of Portfolio
+4.37%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $6MQ1 ’24Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202411.7K$5M+4.37%
Q1 202415.3K$6M+2.99%

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