SEC 13F Intelligence

Agh Wealth Advisors, LLC / MSFT

Agh Wealth Advisors, LLC’s Microsoft Corp Position

Does Agh Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 10.5K shares worth $4M (+2.85% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
10.5K
% of Portfolio
+2.85%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$4M+2.85%
Q4 202510.5K$5M+3.80%
Q3 202510.6K$5M+4.02%
Q2 202511.5K$6M+4.71%
Q1 202511.4K$4M+4.13%

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