SEC 13F Intelligence

Grant Private Wealth Management Inc / MSFT

Grant Private Wealth Management Inc’s Microsoft Corp Position

Does Grant Private Wealth Management Inc own Microsoft Corp (MSFT)? Yes — 18.1K shares worth $7M (+2.84% of its 13F portfolio) as of Q2 2026, up from 14.5K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
18.1K
% of Portfolio
+2.84%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202618.1K$7M+2.84%
Q1 202614.5K$5M+2.85%
Q4 20259.2K$4M+2.70%
Q3 20258.7K$5M+2.78%
Q2 202514.0K$7M+3.95%
Q1 20256.0K$2M+2.41%
Q4 20246.0K$3M+2.72%

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