Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionVERITY Wealth Advisors
Latest Disclosed Ownership6,279 shares
Latest Disclosed Value $ 2,324,297
VERITY Wealth Advisors ownership in MSFT / Microsoft Corporation

On April 9, 2026 - VERITY Wealth Advisors filed a 13F-HR form disclosing ownership of 6,279 shares of Microsoft Corporation (MX:MSFT) valued at $2,324,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,279 shares of Microsoft Corporation. This represents a change in shares of 0.00% 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)
2026-04-09 2026-03-31 13F MICROSOFT CORP COM Stock 594918104 6,279 0 0.00 2,324 -23.45 1.5522
2026-01-07 2025-12-31 13F MICROSOFT CORP COM Stock 594918104 6,279 -1,951 -23.71 3,037 -28.77 1.8842
2025-10-17 2025-09-30 13F MICROSOFT CORP COM Stock 594918104 8,230 0 0.00 4,263 4.13 2.6922
2025-08-08 2025-06-30 13F MICROSOFT CORP COM Stock 594918104 8,230 -911 -9.97 4,094 19.29 2.7498
2025-04-22 2025-03-31 13F MICROSOFT CORP COM Stock 594918104 9,141 -204 -2.18 3,431 -12.87 2.5431
2025-02-07 2024-12-31 13F MICROSOFT CORP COM Stock 594918104 9,345 0 0.00 3,939 -2.06 2.8430
2024-10-03 2024-09-30 13F MICROSOFT CORP COM Stock 594918104 9,345 204 2.23 4,021 -1.57 2.8271
2024-08-02 2024-06-30 13F MICROSOFT CORP COM Stock 594918104 9,141 0 0.00 4,086 6.24 3.0604
2024-04-05 2024-03-31 13F MICROSOFT CORP COM Stock 594918104 9,141 312 3.53 3,846 15.81 2.9506
2024-01-04 2023-12-31 13F MICROSOFT CORP COM Stock 594918104 8,829 0 0.00 3,320 19.12 2.8538
2023-10-26 2023-09-30 13F MICROSOFT CORP COM Stock 594918104 8,829 -5 -0.06 2,788 -7.35 2.6233
2023-07-27 2023-06-30 13F MICROSOFT CORP COM Stock 594918104 8,834 -34 -0.38 3,008 17.68 2.7015
2023-05-08 2023-03-31 13F MICROSOFT CORP COM Stock 594918104 8,868 -154 -1.71 2,557 18.17 2.3707
2023-01-11 2022-12-31 13F MICROSOFT CORP COM Stock 594918104 9,022 -697 -7.17 2,164 -4.46 2.1229
2022-10-27 2022-09-30 13F MICROSOFT CORP COM Stock 594918104 9,719 0 0.00 2,264 -9.29 2.3223
2022-07-12 2022-06-30 13F MICROSOFT CORP COM Stock 594918104 9,719 243 2.56 2,496 -14.58 2.4255
2022-04-11 2022-03-31 13F MICROSOFT CORP COM Stock 594918104 9,476 0 0.00 2,922 -8.32 2.5820
2022-01-20 2021-12-31 13F MICROSOFT CORP COM Stock 594918104 9,476 0 0.00 3,187 19.32 2.6469
2021-10-14 2021-09-30 13F MICROSOFT CORP COM Stock 594918104 9,476 0 0.00 2,671 4.05 2.3884
2021-08-03 2021-06-30 13F MICROSOFT CORP COM Stock 594918104 9,476 0 0.00 2,567 14.91 2.3288
2021-05-10 2021-03-31 13F MICROSOFT CORP COM Stock 594918104 9,476 0 0.00 2,234 5.98 1.9777
2021-02-09 2020-12-31 13F MICROSOFT CORP COM Stock 594918104 9,476 312 3.40 2,108 9.39 1.9166
2020-10-05 2020-09-30 13F MICROSOFT CORP COM Stock 594918104 9,164 -243 -2.58 1,927 0.68 1.9675
2020-07-21 2020-06-30 13F MICROSOFT CORP COM Stock 594918104 9,407 -2,431 -20.54 1,914 2.52 2.0453
2020-04-13 2020-03-31 13F MICROSOFT CORP COM Stock 594918104 11,838 0 0.00 1,867 0.00 2.5371
2020-01-14 2019-12-31 13F MICROSOFT Stock 594918104 11,838 -1,017 -7.91 1,867 4.48 1.7974
2019-10-11 2019-09-30 13F MICROSOFT Stock 594918104 12,855 0 0.00 1,787 3.77 1.7594
2019-08-01 2019-06-30 13F MICROSOFT Stock 594918104 12,855 0 0.00 1,722 13.59 1.6939
2019-04-03 2019-03-31 13F MICROSOFT Stock 594918104 12,855 0 0.00 1,516 16.08 1.5494
2019-01-24 2018-12-31 13F MICROSOFT Stock 594918104 12,855 12,855 1,306 1.5022
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.