SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / MSFT

Nicholson Wealth Management Group, LLC’s Microsoft Corp Position

Does Nicholson Wealth Management Group, LLC own Microsoft Corp (MSFT)? Yes — 7.7K shares worth $3M (+1.66% of its 13F portfolio) as of Q1 2026, up from 7.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.7K
% of Portfolio
+1.66%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.7K$3M+1.66%
Q4 20257.5K$4M+2.12%
Q3 20257.5K$4M+2.26%
Q2 20257.5K$4M+2.29%
Q1 20256.6K$2M+1.64%
Q4 20246.3K$3M+1.78%
Q3 20244.5K$2M+1.60%

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