SEC 13F Intelligence

Challenger Wealth Management / MSFT

Challenger Wealth Management’s Microsoft Corp Position

Does Challenger Wealth Management own Microsoft Corp (MSFT)? Yes — 8.4K shares worth $3M (+2.49% of its 13F portfolio) as of Q1 2026, down from 8.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
8.4K
% of Portfolio
+2.49%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$3M+2.49%
Q4 20258.6K$4M+3.17%
Q3 20258.6K$4M+3.49%
Q2 20259.4K$5M+3.24%
Q1 20259.6K$4M+2.85%
Q4 202411.1K$5M+4.02%

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