Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership76,777 shares
Latest Disclosed Value $ 12,621,158
SOA Wealth Advisors, LLC. reports 1.89% decrease in ownership of MSFT / Microsoft Corporation

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 76,777 shares of Microsoft Corporation (MX:MSFT) valued at $12,621,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 78,260 shares of Microsoft Corporation. This represents a change in shares of -1.89% 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)
2026-05-20 2026-03-31 13F MICROSOFT CORP COM Stock 594918104 76,777 -1,483 -1.89 12,621 -26.59 2.3823
2026-01-20 2025-12-31 13F MICROSOFT CORP COM Stock 594918104 78,260 -45,967 -37.00 17,193 -7.15 2.9031
2025-10-21 2025-09-30 13F MICROSOFT CORP COM Stock 594918104 124,227 243 0.20 18,517 4.82 3.1746
2025-07-18 2025-06-30 13F MICROSOFT CORP COM Stock 594918104 123,984 -2,816 -2.22 17,666 34.94 3.3181
2025-04-14 2025-03-31 13F MICROSOFT CORP COM Stock 594918104 126,800 85,048 203.70 13,091 -25.61 2.7330
2025-02-06 2024-12-31 13F/A-1 MICROSOFT CORP COM Stock 594918104 41,752 -150 -0.36 17,598 -2.40 3.2416
2025-01-28 2024-12-31 13F MICROSOFT CORP COM Stock 594918104 41,752 -150 17,598 3.2416
2024-11-20 2024-09-30 13F/A-1 MICROSOFT CORP COM Stock 594918104 41,902 48 0.11 18,030 -3.61 3.4386
2024-10-09 2024-09-30 13F MICROSOFT CORP COM Stock 594918104 41,902 48 18,030 3.4386
2024-07-17 2024-06-30 13F MICROSOFT CORP COM Stock 594918104 41,854 -210 -0.50 18,707 5.70 3.7630
2024-04-10 2024-03-31 13F MICROSOFT CORP COM Stock 594918104 42,064 270 0.65 17,697 12.60 3.6644
2024-02-13 2023-12-31 13F/A-1 MICROSOFT CORP COM Stock 594918104 41,794 -406 -0.96 15,716 17.95 3.4980
2024-01-10 2023-12-31 13F MICROSOFT CORP COM Stock 594918104 41,794 -406 15,716 3.4980
2023-10-10 2023-09-30 13F MICROSOFT CORP COM Stock 594918104 42,200 -274 -0.65 13,325 -7.88 3.3129
2023-07-07 2023-06-30 13F MICROSOFT CORP COM Stock 594918104 42,474 -321 -0.75 14,464 17.24 3.3882
2023-04-28 2023-03-31 13F MICROSOFT CORP COM Stock 594918104 42,795 67 0.16 12,338 20.40 3.0395
2023-01-10 2022-12-31 13F MICROSOFT CORP COM Stock 594918104 42,728 -79 -0.18 10,247 2.79 2.7575
2022-10-07 2022-09-30 13F MICROSOFT CORP COM Stock 594918104 42,807 408 0.96 9,969 -8.45 3.0011
2022-07-13 2022-06-30 13F MICROSOFT CORP COM Stock 594918104 42,399 443 1.06 10,889 -15.82 3.2087
2022-04-07 2022-03-31 13F MICROSOFT CORP COM Stock 594918104 41,956 127 0.30 12,935 -8.86 3.1542
2022-01-13 2021-12-31 13F MICROSOFT CORP COM Stock 594918104 41,829 581 1.41 14,193 22.06 3.4371
2021-10-12 2021-09-30 13F MICROSOFT CORP COM Stock 594918104 41,248 1,948 4.96 11,628 9.22 2.9790
2021-07-14 2021-06-30 13F MICROSOFT CORP COM Stock 594918104 39,300 854 2.22 10,646 17.45 2.7357
2021-04-26 2021-03-31 13F MICROSOFT CORP COM Stock 594918104 38,446 780 2.07 9,064 -0.90 2.5359
2021-03-10 2020-12-31 13F MICROSOFT CORP COM Stock 594918104 37,666 37,666 9,146 2.4894
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.