SEC 13F Intelligence

Boomfish Wealth Group, LLC / MSFT

Boomfish Wealth Group, LLC’s Microsoft Corp Position

Does Boomfish Wealth Group, LLC own Microsoft Corp (MSFT)? Yes — 9.1K shares worth $3M (+1.79% of its 13F portfolio) as of Q1 2026, up from 8.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.1K
% of Portfolio
+1.79%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.1K$3M+1.79%
Q4 20258.8K$4M+2.27%
Q3 20259.0K$5M+2.52%
Q2 20258.7K$4M+2.49%
Q1 20258.6K$3M+2.10%
Q4 20248.4K$4M+2.14%
Q3 20248.2K$4M+2.16%
Q2 20248.4K$4M+2.43%
Q1 20248.8K$4M+2.48%
Q4 20239.7K$4M+2.62%

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