SEC 13F Intelligence

Vista Cima Wealth Management LLC / MSFT

Vista Cima Wealth Management LLC’s Microsoft Corp Position

Does Vista Cima Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 11.2K shares worth $4M (+4.10% of its 13F portfolio) as of Q1 2026, up from 11.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.2K
% of Portfolio
+4.10%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$4M+4.10%
Q4 202511.2K$5M+4.51%
Q3 20255.7K$3M+2.48%
Q2 202510.4K$5M+4.82%
Q1 202510.4K$4M+4.22%
Q4 202411.2K$5M+4.89%

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