SEC 13F Intelligence

Meadowbrook Wealth Management, LLC / MSFT

Meadowbrook Wealth Management, LLC’s Microsoft Corp Position

Does Meadowbrook Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 6.1K shares worth $2M (+2.45% of its 13F portfolio) as of Q2 2026, down from 7.0K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
6.1K
% of Portfolio
+2.45%
Quarters Held
4
currently held

Position History MSFT

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20266.1K$2M+2.45%
Q1 20267.0K$3M+3.44%
Q4 20255.9K$3M+3.26%
Q3 20256.1K$3M+3.30%

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