Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionCedar Wealth Management, LLC
Latest Disclosed Ownership4,679 shares
Latest Disclosed Value $ 1,732,178
Cedar Wealth Management, LLC reports 3.06% increase in ownership of MSFT / Microsoft Corporation

On May 14, 2026 - Cedar Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,679 shares of Microsoft Corporation (MX:MSFT) valued at $1,732,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,540 shares of Microsoft Corporation. This represents a change in shares of 3.06% 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 4,679 139 3.06 1,732 -21.09 0.5042
2026-02-06 2025-12-31 13F MICROSOFT COM 594918104 4,540 294 6.92 2,196 -0.18 0.6568
2025-11-12 2025-09-30 13F MICROSOFT OM 594918104 4,246 -13 -0.31 2,199 3.82 0.6740
2025-08-08 2025-06-30 13F MICROSOFT COM 594918104 4,259 -38 -0.88 2,119 31.31 0.7176
2025-05-09 2025-03-31 13F MICROSOFT COM 594918104 4,297 114 2.73 1,613 -8.51 0.5739
2025-02-11 2024-12-31 13F MICROSOFT COM 594918104 4,183 -1,132 -21.30 1,763 -22.91 0.6376
2024-11-08 2024-09-30 13F MICROSOFT COM 594918104 5,315 -129 -2.37 2,287 -6.00 0.7099
2024-08-12 2024-06-30 13F MICROSOFT COM 594918104 5,444 -322 -5.58 2,433 0.29 0.7900
2024-05-13 2024-03-31 13F MICROSOFT COM 594918104 5,766 767 15.34 2,426 29.11 0.7981
2024-02-13 2023-12-31 13F MICROSOFT COM 594918104 4,999 411 8.96 1,880 29.77 0.6845
2023-10-30 2023-09-30 13F MICROSOFT COM 594918104 4,588 15 0.33 1,449 -7.00 0.5728
2023-08-14 2023-06-30 13F MICROSOFT COM 594918104 4,573 -1,504 -24.75 1,557 -11.13 0.6019
2023-05-15 2023-03-31 13F MICROSOFT COM 594918104 6,077 -315 -4.93 1,752 14.36 0.7172
2023-02-14 2022-12-31 13F MICROSOFT COM 594918104 6,392 -164 -2.50 1,533 0.33 0.7569
2022-11-14 2022-09-30 13F MICROSOFT COM 594918104 6,556 0 0.00 1,527 -9.32 0.7589
2022-08-11 2022-06-30 13F MICROSOFT COM 594918104 6,556 -227 -3.35 1,684 -19.46 0.7709
2022-05-12 2022-03-31 13F MICROSOFT COM 594918104 6,783 114 1.71 2,091 -6.78 0.8456
2022-02-11 2021-12-31 13F MICROSOFT COM 594918104 6,669 654 10.87 2,243 32.25 0.9059
2021-11-12 2021-09-30 13F MICROSOFT COM 594918104 6,015 -624 -9.40 1,696 -5.67 0.7542
2021-08-09 2021-06-30 13F MICROSOFT COM 594918104 6,639 181 2.80 1,798 18.06 0.8102
2021-05-11 2021-03-31 13F MICROSOFT COM 594918104 6,458 315 5.13 1,523 11.49 0.7578
2021-02-11 2020-12-31 13F MICROSOFT COM 594918104 6,143 -291 -4.52 1,366 0.96 0.7331
2020-11-12 2020-09-30 13F MICROSOFT COM 594918104 6,434 -247 -3.70 1,353 -0.51 0.8413
2020-08-04 2020-06-30 13F MICROSOFT COM 594918104 6,681 0 0.00 1,360 29.03 0.9170
2020-05-01 2020-03-31 13F MICROSOFT COM 594918104 6,681 -754 -10.14 1,054 -10.07 0.7118
2020-01-29 2019-12-31 13F MICROSOFT COM 594918104 7,435 -534 -6.70 1,172 5.78 0.6930
2019-10-24 2019-09-30 13F MICROSOFT COM 594918104 7,969 -299 -3.62 1,108 0.00 0.7417
2019-07-24 2019-06-30 13F MICROSOFT COM 594918104 8,268 0 0.00 1,108 13.64 0.7164
2019-04-25 2019-03-31 13F MICROSOFT COM 594918104 8,268 -777 -8.59 975 6.09 0.6105
2019-01-23 2018-12-31 13F MICROSOFT COM 594918104 9,045 -385 -4.08 919 -14.83 0.6609
2018-11-06 2018-09-30 13F MICROSOFT COM 594918104 9,430 661 7.54 1,079 24.74 0.5671
2018-08-06 2018-06-30 13F MICROSOFT COM 594918104 8,769 333 3.95 865 12.34 0.4852
2018-05-08 2018-03-31 13F MICROSOFT COM 594918104 8,436 310 3.81 770 10.79 0.4763
2018-02-02 2017-12-31 13F MICROSOFT COM 594918104 8,126 -718 -8.12 695 5.46 0.4140
2017-10-24 2017-09-30 13F MICROSOFT COM 594918104 8,844 455 5.42 659 14.01 0.3910
2017-07-21 2017-06-30 13F MICROSOFT COM 594918104 8,389 -986 -10.52 578 -6.32 0.3764
2017-05-01 2017-03-31 13F MICROSOFT COM 594918104 9,375 -610 -6.11 617 -0.48 0.3782
2017-02-14 2016-12-31 13F MICROSOFT COM 594918104 9,985 965 10.70 620 19.23 0.4237
2016-11-01 2016-09-30 13F MICROSOFT COM 594918104 9,020 177 2.00 520 15.04 0.3568
2016-08-12 2016-06-30 13F MICROSOFT COM 594918104 8,843 920 11.61 452 3.20 0.2886
2016-04-29 2016-03-31 13F MICROSOFT COM 594918104 7,923 7,033 790.22 438 793.88 0.3018
2016-02-03 2015-12-31 13F MICROSOFT COM 594918104 890 890 49 0.0415
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.