Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionAries Wealth Management
Latest Disclosed Ownership35,827 shares
Latest Disclosed Value $ 13,262,137
Aries Wealth Management reports 0.49% increase in ownership of MSFT / Microsoft Corporation

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 35,827 shares of Microsoft Corporation (MX:MSFT) valued at $13,262,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 35,652 shares of Microsoft Corporation. This represents a change in shares of 0.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MICROSOFT COM 594918104 35,827 175 0.49 13,262 -23.08 2.9159
2026-01-30 2025-12-31 13F MICROSOFT COM 594918104 35,652 99 0.28 17,242 -6.36 3.8177
2025-11-10 2025-09-30 13F MICROSOFT COM 594918104 35,553 334 0.95 18,415 5.11 4.3571
2025-07-28 2025-06-30 13F MICROSOFT COM 594918104 35,219 -351 -0.99 17,518 31.20 4.5778
2025-04-17 2025-03-31 13F MICROSOFT COM 594918104 35,570 865 2.49 13,353 -8.72 3.6257
2025-01-30 2024-12-31 13F MICROSOFT COM 594918104 34,705 -498 -1.41 14,628 -3.43 4.0275
2024-10-31 2024-09-30 13F MICROSOFT COM 594918104 35,203 1,426 4.22 15,148 0.34 4.1638
2024-07-25 2024-06-30 13F MICROSOFT COM 594918104 33,777 42 0.12 15,097 6.36 4.7569
2024-05-03 2024-03-31 13F MICROSOFT COM 594918104 33,735 -1,639 -4.63 14,193 6.70 4.5741
2024-01-10 2023-12-31 13F MICROSOFT COM 594918104 35,374 -448 -1.25 13,302 11.64 4.7436
2023-10-19 2023-09-30 13F MICROSOFT COM 594918104 35,822 1,002 2.88 11,916 0.49 4.6641
2023-07-14 2023-06-30 13F MICROSOFT COM 594918104 34,820 -377 -1.07 11,858 16.85 4.5977
2023-04-11 2023-03-31 13F MICROSOFT COM 594918104 35,197 -384 -1.08 10,147 18.91 4.1612
2023-01-19 2022-12-31 13F MICROSOFT COM 594918104 35,581 254 0.72 8,533 4.06 3.6781
2022-11-02 2022-09-30 13F MICROSOFT COM 594918104 35,327 -79 -0.22 8,200 -9.82 3.6292
2022-07-27 2022-06-30 13F MICROSOFT COM 594918104 35,406 32,710 1,213.28 9,093 994.22 4.1285
2022-04-25 2022-03-31 13F MICROSOFT COM 594918104 2,696 -33,849 -92.62 831 -93.24 0.3597
2022-06-06 2021-12-31 13F/A-1 MICROSOFT COM 594918104 36,545 355 0.98 12,291 20.46 4.6837
2022-01-18 2021-12-31 13F MICROSOFT COM 594918104 255,816 219,626 86,036 4.7085
2021-10-13 2021-09-30 13F MICROSOFT COM 594918104 36,190 -109 -0.30 10,203 3.76 4.3159
2021-07-14 2021-06-30 13F MICROSOFT COM 594918104 36,299 20 0.06 9,833 6.04 4.2059
2021-04-20 2021-03-31 13F MICROSOFT COM 594918104 36,279 1,156 3.29 9,273 20.21 4.1655
2021-01-22 2020-12-31 13F MICROSOFT COM 594918104 35,123 -427 -1.20 7,714 3.17 3.8539
2020-10-14 2020-09-30 13F MICROSOFT COM 594918104 35,550 -2,660 -6.96 7,477 -3.85 4.2438
2020-07-09 2020-06-30 13F MICROSOFT COM 594918104 38,210 -296 -0.77 7,776 30.08 4.7465
2020-04-09 2020-03-31 13F MICROSOFT COM 594918104 38,506 -473 -1.21 5,978 -3.57 4.5577
2020-01-13 2019-12-31 13F MICROSOFT COM 594918104 38,979 280 0.72 6,199 14.69 3.7841
2019-10-22 2019-09-30 13F MICROSOFT COM 594918104 38,699 -673 -1.71 5,405 0.17 3.5949
2019-07-15 2019-06-30 13F MICROSOFT COM 594918104 39,372 -270 -0.68 5,396 15.42 3.7721
2019-04-09 2019-03-31 13F MICROSOFT COM 594918104 39,642 12,468 45.88 4,675 69.38 3.4954
2019-01-15 2018-12-31 13F MICROSOFT COM 594918104 27,174 -309 -1.12 2,760 -12.19 2.9268
2018-11-14 2018-09-30 13F MICROSOFT COM 594918104 27,483 178 0.65 3,143 8.49 2.8223
2018-08-07 2018-06-30 13F MICROSOFT COM 594918104 27,305 -1,169 -4.11 2,897 9.53 2.6781
2018-04-17 2018-03-31 13F MICROSOFT COM 594918104 28,474 435 1.55 2,645 4.79 2.5625
2018-02-05 2017-12-31 13F MICROSOFT COM 594918104 28,039 28,039 2,524 2.3242
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.