SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / MSFT

Mowery & Schoenfeld Wealth Management, LLC’s Microsoft Corp Position

Does Mowery & Schoenfeld Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 5.0K shares worth $2M (+2.82% of its 13F portfolio) as of Q1 2026, down from 5.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.0K
% of Portfolio
+2.82%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $1MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.0K$2M+2.82%
Q4 20255.7K$3M+4.00%
Q3 20255.3K$3M+4.72%
Q2 20255.3K$3M+4.01%
Q1 20255.1K$2M+3.74%
Q4 20243.1K$1M+2.50%
Q3 20243.7K$2M+2.49%
Q2 20243.2K$1M+2.08%
Q1 20243.1K$1M+2.52%

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