Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership6,562 shares
Latest Disclosed Value $ 2,429,117
Inspirion Wealth Advisors, Llc reports 11.43% increase in ownership of MSFT / Microsoft Corporation

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 6,562 shares of Microsoft Corporation (MX:MSFT) valued at $2,429,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 5,889 shares of Microsoft Corporation. This represents a change in shares of 11.43% 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)
2026-04-08 2026-03-31 13F MICROSOFT COM 594918104 6,562 673 11.43 2,429 -14.68 0.3024
2026-01-09 2025-12-31 13F MICROSOFT COM 594918104 5,889 269 4.79 2,848 17.74 0.3487
2025-10-06 2025-09-30 13F MICROSOFT COM 594918104 5,620 472 9.17 2,418 -5.55 0.3384
2025-07-09 2025-06-30 13F MICROSOFT COM 594918104 5,148 -725 -12.34 2,561 16.15 0.3389
2025-04-09 2025-03-31 13F MICROSOFT COM 594918104 5,873 267 4.76 2,205 -6.89 0.3062
2025-01-15 2024-12-31 13F MICROSOFT COM 594918104 5,606 -14 -0.25 2,368 -2.11 0.3307
2024-10-04 2024-09-30 13F MICROSOFT COM 594918104 5,620 183 3.37 2,418 -0.49 0.3382
2024-07-12 2024-06-30 13F MICROSOFT COM 594918104 5,437 360 7.09 2,430 13.82 0.3718
2024-04-12 2024-03-31 13F MICROSOFT COM 594918104 5,077 -232 -4.37 2,136 8.49 0.3529
2024-01-10 2023-12-31 13F MICROSOFT COM 594918104 5,309 113 2.17 1,969 20.00 0.3548
2023-10-13 2023-09-30 13F MICROSOFT COM 594918104 5,196 149 2.95 1,641 -4.54 0.3199
2023-07-20 2023-06-30 13F MICROSOFT COM 594918104 5,047 835 19.82 1,719 41.52 0.3293
2023-04-07 2023-03-31 13F MICROSOFT COM 594918104 4,212 -29 -0.68 1,214 19.37 0.2435
2023-01-18 2022-12-31 13F MICROSOFT COM 594918104 4,241 3 0.07 1,017 3.04 0.2155
2022-10-19 2022-09-30 13F MICROSOFT COM 594918104 4,238 58 1.39 987 -8.01 0.2226
2022-07-27 2022-06-30 13F MICROSOFT COM 594918104 4,180 344 8.97 1,073 -9.30 0.2355
2022-04-14 2022-03-31 13F MICROSOFT COM 594918104 3,836 820 27.19 1,183 16.55 0.2422
2022-01-21 2021-12-31 13F MICROSOFT COM 594918104 3,016 20 0.67 1,015 20.26 0.2139
2021-10-08 2021-09-30 13F MICROSOFT COM 594918104 2,996 22 0.74 844 4.71 0.1942
2021-07-16 2021-06-30 13F MICROSOFT COM 594918104 2,974 -475 -13.77 806 -0.86 0.1986
2021-04-15 2021-03-31 13F MICROSOFT COM 594918104 3,449 307 9.77 813 16.31 0.2155
2021-01-22 2020-12-31 13F MICROSOFT COM 594918104 3,142 144 4.80 699 10.95 0.1968
2020-10-14 2020-09-30 13F MICROSOFT COM 594918104 2,998 2 0.07 630 3.28 0.2165
2020-07-09 2020-06-30 13F MICROSOFT COM 594918104 2,996 104 3.60 610 33.77 0.2395
2020-04-23 2020-03-31 13F MICROSOFT COM 594918104 2,892 987 51.81 456 52.00 0.2251
2020-01-14 2019-12-31 13F MICROSOFT COM 594918104 1,905 0 0.00 300 13.21 0.1013
2019-10-22 2019-09-30 13F MICROSOFT COM 594918104 1,905 -30 -1.55 265 2.32 0.1161
2019-07-15 2019-06-30 13F MICROSOFT COM 594918104 1,935 0 0.00 259 13.60 0.1118
2019-04-16 2019-03-31 13F MICROSOFT COM 594918104 1,935 1,935 228 0.1010
2019-01-22 2018-12-31 13F MICROSOFT COM 594918104 0 -1,935 -100.00 0 -100.00
2018-11-14 2018-09-30 13F MICROSOFT COM 594918104 1,935 1,935 221 0.0937
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.