Kw Wealth Management LLC / MSFT
Kw Wealth Management LLC’s Microsoft Corp Position
Does Kw Wealth Management LLC own Microsoft Corp (MSFT)? Not currently — the last reported position was 7.5K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2025
Shares
7.5K
% of Portfolio
+5.54%
Quarters Held
2
position exited
Position History MSFT
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of MSFT.