Liberty Wealth Management Llc reports 0.33% increase in ownership of MSFT / Microsoft Corporation

Microsoft Corporation

MX ˙ BMV ˙ US5949181045

Security	MX:MSFT / Microsoft Corporation
Institution	Liberty Wealth Management Llc
Latest Disclosed Ownership	19,425 shares
Latest Disclosed Value	$ 7,194,507

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 19,425 shares of Microsoft Corporation (MX:MSFT) valued at $7,194,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,362 shares of Microsoft Corporation. This represents a change in shares of 0.33% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	MICROSOFT	COM	594918104	19,425	63	0.33	7,195	-23.17	0.8988
2026-02-04	2025-12-31	13F	MICROSOFT	COM	594918104	19,362	-197	-1.01	9,364	-7.56	1.2087
2025-10-31	2025-09-30	13F	MICROSOFT	COM	594918104	19,559	203	1.05	10,130	5.21	1.4264
2025-08-01	2025-06-30	13F	MICROSOFT	COM	594918104	19,356	399	2.10	9,628	35.30	1.5093
2025-05-12	2025-03-31	13F/A-1	MICROSOFT	COM	594918104	18,957	35	0.18	7,116	-10.77	1.3613
2025-05-09	2025-03-31	13F	MICROSOFT	COM	594918104	377,519	358,597		6,758		1.2383
2025-02-10	2024-12-31	13F	MICROSOFT	COM	594918104	18,922	295	1.58	7,976	-0.50	1.3295
2024-11-04	2024-09-30	13F	MICROSOFT	COM	594918104	18,627	-104,663	-84.89	8,015	100,087.50	1.3618
2024-08-07	2024-06-30	13F	MICROSOFT	COM	594918104	123,290	105,538	594.51	8	14.29	1.4912
2024-05-03	2024-03-31	13F	MICROSOFT	COM	594918104	17,752	212	1.21	7	16.67	1.4579
2024-02-09	2023-12-31	13F	MICROSOFT	COM	594918104	17,540	396	2.31	7	20.00	1.4142
2023-11-13	2023-09-30	13F	MICROSOFT	COM	594918104	17,144	114	0.67	5	-99.91	1.3473
2023-08-10	2023-06-30	13F	MICROSOFT	COM	594918104	17,030	-2,490	-12.76	5,799	3.50	1.4328
2023-05-03	2023-03-31	13F	MICROSOFT	COM	594918104	19,520	3,039	18.44	5,604	45.99	1.1563
2022-11-15	2022-09-30	13F	MICROSOFT	COM	594918104	16,481	1,664	11.23	3,838	0.87	1.0236
2022-08-15	2022-06-30	13F	MICROSOFT	COM	594918104	14,817	-866	-5.52	3,805	-20.86	1.5434
2022-05-09	2022-03-31	13F	MICROSOFT	COM	594918104	15,683	340	2.22	4,808	-6.82	1.7352
2022-02-15	2021-12-31	13F	Microsoft	COM	594918104	15,343	-78	-0.51	5,160	17.89	0.2239
2021-11-15	2021-09-30	13F	MICROSOFT	COM	594918104	15,421	-5,683	-26.93	4,377	-23.44	1.5613
2021-08-13	2021-06-30	13F/A-1	MICROSOFT	COM	594918104	21,104	-2,301	-9.83	5,717	1.93	2.2229
2021-08-13	2021-06-30	13F	MICROSOFT	COM	594918104	5,717,183	5,693,778		21,104		0.6438
2021-05-17	2021-03-31	13F	MICROSOFT	COM	594918104	23,405	0	0.00	5,609	0.00	2.7392
2021-02-09	2020-12-31	13F	MICROSOFT	COM	594918104	23,405	7,629	48.36	5,609	69.05	2.7449
2020-11-05	2020-09-30	13F	MICROSOFT	COM	594918104	15,776	-393	-2.43	3,318	0.82	1.9559
2020-08-04	2020-06-30	13F	MICROSOFT	COM	594918104	16,169	518	3.31	3,291	33.35	2.3156
2020-04-27	2020-03-31	13F	MICROSOFT	COM	594918104	15,651	-760	-4.63	2,468	-4.64	2.1559
2020-02-05	2019-12-31	13F	MICROSOFT	COM	594918104	16,411	123	0.76	2,588	14.26	2.0393
2019-10-30	2019-09-30	13F	MICROSOFT	COM	594918104	16,288	-2,127	-11.55	2,265	-8.19	2.1430
2019-07-30	2019-06-30	13F	MICROSOFT	COM	594918104	18,415	1,538	9.11	2,467	23.97	2.1634
2019-04-18	2019-03-31	13F	MICROSOFT	COM	594918104	16,877	-651	-3.71	1,990	11.80	1.4986
2019-03-26	2018-12-31	13F	MICROSOFT	COM	594918104	17,528	17,528		1,780		1.3274

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.