Oak Barrel Wealth Advisory LLC / MSFT
Oak Barrel Wealth Advisory LLC’s Microsoft Corp Position
Does Oak Barrel Wealth Advisory LLC own Microsoft Corp (MSFT)? Yes — 8.1K shares worth $4M (+2.35% of its 13F portfolio) as of Q1 2026.
Position Value
$4M
Q1 2026
Shares
8.1K
% of Portfolio
+2.35%
Quarters Held
1
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.1K | $4M | +2.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oak Barrel Wealth Advisory LLC’s full portfolio or all institutional holders of MSFT.