SEC 13F Intelligence

Mgb Wealth Management, LLC / MSFT

Mgb Wealth Management, LLC’s Microsoft Corp Position

Does Mgb Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 25.3K shares worth $12M (+3.51% of its 13F portfolio) as of Q4 2025, down from 25.5K shares the prior filed quarter.

Position Value
$12M
Q4 2025
Shares
25.3K
% of Portfolio
+3.51%
Quarters Held
8
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $12MQ1 ’24Q2 ’24: $13MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $11MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202525.3K$12M+3.51%
Q3 202525.5K$13M+3.73%
Q2 202526.9K$13M+4.41%
Q1 202527.1K$10M+3.68%
Q4 202426.9K$11M+3.53%
Q3 202426.3K$11M+4.11%
Q2 202428.2K$13M+4.78%
Q1 202428.1K$12M+4.80%

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