SEC 13F Intelligence

Leconte Wealth Management, LLC / MSFT

Leconte Wealth Management, LLC’s Microsoft Corp Position

Does Leconte Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 7.9K shares worth $3M (+1.89% of its 13F portfolio) as of Q1 2026, down from 9.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.9K
% of Portfolio
+1.89%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.9K$3M+1.89%
Q4 20259.4K$5M+2.96%
Q3 20258.6K$4M+2.98%
Q2 20257.5K$4M+2.51%
Q1 20255.2K$2M+1.23%

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