SEC 13F Intelligence

Riverbend Wealth Management, LLC / MSFT

Riverbend Wealth Management, LLC’s Microsoft Corp Position

Does Riverbend Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 9.8K shares worth $4M (+2.07% of its 13F portfolio) as of Q1 2026, up from 8.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.8K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.8K$4M+2.07%
Q4 20258.7K$4M+2.62%
Q3 20258.3K$4M+3.01%
Q2 20258.1K$4M+3.05%
Q1 20258.0K$3M+2.70%
Q4 20247.8K$3M+2.96%

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