SEC 13F Intelligence

Partners Wealth Management, LLC / MSFT

Partners Wealth Management, LLC’s Microsoft Corp Position

Does Partners Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 5.0K shares worth $2M (+1.91% of its 13F portfolio) as of Q1 2026, up from 4.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.0K
% of Portfolio
+1.91%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.0K$2M+1.91%
Q4 20254.9K$2M+2.50%
Q3 20255.0K$3M+2.56%
Q2 20255.6K$2M+2.42%
Q1 20255.6K$2M+2.37%
Q4 20245.6K$2M+2.68%

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