Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership5,745 shares
Latest Disclosed Value $ 2,126,568
Measured Wealth Private Client Group, LLC reports 2.96% decrease in ownership of MSFT / Microsoft Corporation

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 5,745 shares of Microsoft Corporation (MX:MSFT) valued at $2,126,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,920 shares of Microsoft Corporation. This represents a change in shares of -2.96% 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)
2026-05-13 2026-03-31 13F MICROSOFT COM 594918104 5,745 -175 -2.96 2,127 -25.72 0.5808
2026-02-10 2025-12-31 13F MICROSOFT COM 594918104 5,920 -55 -0.92 2,863 -7.50 0.7573
2025-11-14 2025-09-30 13F MICROSOFT COM 594918104 5,975 -627 -9.50 3,095 -5.76 0.8341
2025-08-13 2025-06-30 13F MICROSOFT COM 594918104 6,602 180 2.80 3,284 36.22 0.9826
2025-05-12 2025-03-31 13F MICROSOFT COM 594918104 6,422 -601 -8.56 2,411 -18.58 0.7739
2025-01-27 2024-12-31 13F MICROSOFT COM 594918104 7,023 12 0.17 2,960 -1.86 0.9565
2024-10-28 2024-09-30 13F MICROSOFT COM 594918104 7,011 -960 -12.04 3,017 -15.33 1.0090
2024-08-12 2024-06-30 13F MICROSOFT COM 594918104 7,971 -57 -0.71 3,563 5.48 1.2515
2024-04-18 2024-03-31 13F MICROSOFT COM 594918104 8,028 44 0.55 3,377 12.49 1.1797
2024-02-06 2023-12-31 13F MICROSOFT COM 594918104 7,984 -21 -0.26 3,002 18.80 1.1061
2023-10-18 2023-09-30 13F MICROSOFT COM 594918104 8,005 -295 -3.55 2,528 -10.58 1.0165
2023-07-20 2023-06-30 13F MICROSOFT COM 594918104 8,300 -34 -0.41 2,826 17.65 1.0736
2023-05-01 2023-03-31 13F MICROSOFT COM 594918104 8,334 -378 -4.34 2,403 14.98 0.9253
2023-01-23 2022-12-31 13F MICROSOFT COM 594918104 8,712 -835 -8.75 2,089 -6.03 0.8602
2022-10-27 2022-09-30 13F MICROSOFT COM 594918104 9,547 -101 -1.05 2,223 -10.29 0.9821
2022-07-25 2022-06-30 13F MICROSOFT COM 594918104 9,648 558 6.14 2,478 -11.59 1.0941
2022-05-03 2022-03-31 13F MICROSOFT COM 594918104 9,090 -352 -3.73 2,803 -11.72 1.0303
2022-01-28 2021-12-31 13F MICROSOFT COM 594918104 9,442 -84 -0.88 3,175 18.21 1.1220
2021-11-01 2021-09-30 13F MICROSOFT COM 594918104 9,526 -1,048 -9.91 2,686 -6.22 1.0341
2021-08-05 2021-06-30 13F MICROSOFT COM 594918104 10,574 439 4.33 2,864 19.88 0.9116
2021-05-04 2021-03-31 13F MICROSOFT COM 594918104 10,135 747 7.96 2,389 14.42 0.8473
2021-01-20 2020-12-31 13F MICROSOFT COM 594918104 9,388 -2,804 -23.00 2,088 -18.56 0.8697
2020-10-15 2020-09-30 13F MICROSOFT COM 594918104 12,192 2,493 25.70 2,564 29.89 1.2406
2020-08-03 2020-06-30 13F MICROSOFT COM 594918104 9,699 2,907 42.80 1,974 84.31 1.1517
2020-04-22 2020-03-31 13F MICROSOFT COM 594918104 6,792 -702 -9.37 1,071 -9.39 0.8339
2020-01-15 2019-12-31 13F MICROSOFT COM 594918104 7,494 -1,468 -16.38 1,182 -5.14 0.7883
2019-10-11 2019-09-30 13F MICROSOFT COM 594918104 8,962 -7,174 -44.46 1,246 -42.37 0.8055
2019-07-26 2019-06-30 13F MICROSOFT COM 594918104 16,136 -1,312 -7.52 2,162 5.05 1.2483
2019-05-07 2019-03-31 13F MICROSOFT COM 594918104 17,448 4,379 33.51 2,058 55.09 1.2685
2019-02-07 2018-12-31 13F MICROSOFT COM 594918104 13,069 -54 -0.41 1,327 -11.65 1.2033
2018-11-14 2018-09-30 13F MICROSOFT COM 594918104 13,123 109 0.84 1,502 17.07 0.9015
2018-08-14 2018-06-30 13F MICROSOFT COM 594918104 13,014 11,185 611.54 1,283 843.38 1.0446
2018-02-15 2017-09-30 13F MICROSOFT CORP COM COM 594918104 1,829 1,829 136 0.1859
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.