SEC 13F Intelligence

Platt Wealth Management LLC / MSFT

Platt Wealth Management LLC’s Microsoft Corp Position

Does Platt Wealth Management LLC own Microsoft Corp (MSFT)? Yes12.8K shares worth $5M (+4.62% of its 13F portfolio) as of Q1 2026, down from 15.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.8K
% of Portfolio
+4.62%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $8MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$5M+4.62%
Q4 202515.6K$8M+7.49%

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