SEC 13F Intelligence

Forefront Wealth Partners, LLC / MSFT

Forefront Wealth Partners, LLC’s Microsoft Corp Position

Does Forefront Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes — 12.8K shares worth $5M (+1.98% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.8K
% of Portfolio
+1.98%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$5M+1.98%
Q4 20259.9K$5M+2.28%
Q3 20259.7K$5M+1.26%
Q2 202510.2K$4M+3.01%
Q1 20259.6K$4M+2.45%

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