Microsoft Corporation
US ˙ NasdaqGS ˙ US5949181045

SecurityMSFT / Microsoft Corporation
InstitutionWealth Architects, LLC
Latest Disclosed Ownership20,623 shares
Latest Disclosed Value $ 7,634,161
Wealth Architects, LLC reports 0.22% increase in ownership of MSFT / Microsoft Corporation

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 20,623 shares of Microsoft Corporation (US:MSFT) valued at $7,634,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,578 shares of Microsoft Corporation. This represents a change in shares of 0.22% during the quarter. The current value of the position is $8,813,033 USD.

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)
2026-05-15 2026-03-31 13F MICROSOFT Equities 594918104 20,623 45 0.22 7,634 -23.29 0.6805
2026-02-17 2025-12-31 13F MICROSOFT COM 594918104 20,578 -609 -2.87 9,952 -9.30 0.8967
2025-11-13 2025-09-30 13F MICROSOFT COM 594918104 21,187 -221 -1.03 10,974 3.05 1.0362
2025-07-25 2025-06-30 13F MICROSOFT COM 594918104 21,408 -78 -0.36 10,648 32.03 1.0817
2025-05-14 2025-03-31 13F/A-1 MICROSOFT COM 594918104 21,486 4,626 27.44 8,066 13.50 0.8898
2025-05-12 2025-03-31 13F MICROSOFT COM 594918104 106,225 89,365 8,678 0.9578
2025-02-10 2024-12-31 13F MICROSOFT COM 594918104 16,860 844 5.27 7,107 3.12 0.8022
2024-10-31 2024-09-30 13F MICROSOFT COM 594918104 16,016 -218 -1.34 6,891 -5.02 0.7799
2024-08-08 2024-06-30 13F MICROSOFT COM 594918104 16,234 -1,380 -7.83 7,256 -2.09 0.8864
2024-05-13 2024-03-31 13F MICROSOFT COM 594918104 17,614 -28,560 -61.85 7,411 -57.32 0.9766
2024-02-14 2023-12-31 13F MICROSOFT COM 594918104 46,174 31,230 208.98 17,363 268.02 2.4358
2023-11-09 2023-09-30 13F MICROSOFT COM 594918104 14,944 287 1.96 4,719 -5.47 0.8026
2023-08-02 2023-06-30 13F MICROSOFT COM 594918104 14,657 -197 -1.33 4,991 16.56 0.8237
2023-04-21 2023-03-31 13F MICROSOFT COM 594918104 14,854 91 0.62 4,282 20.96 0.7582
2023-02-10 2022-12-31 13F MICROSOFT COM 594918104 14,763 -147 -0.99 3,540 1.93 0.6698
2022-10-24 2022-09-30 13F MICROSOFT COM 594918104 14,910 210 1.43 3,473 -8.00 0.7269
2022-07-29 2022-06-30 13F MICROSOFT COM 594918104 14,700 214 1.48 3,775 -15.47 0.7376
2022-05-17 2022-03-31 13F MICROSOFT COM 594918104 14,486 1,727 13.54 4,466 4.08 0.7590
2022-01-19 2021-12-31 13F MICROSOFT COM 594918104 12,759 -653 -4.87 4,291 13.49 0.7523
2021-11-09 2021-09-30 13F MICROSOFT COM 594918104 13,412 -715 -5.06 3,781 -1.20 0.7339
2021-08-09 2021-06-30 13F MICROSOFT COM 594918104 14,127 511 3.75 3,827 19.22 0.7499
2021-04-29 2021-03-31 13F MICROSOFT COM 594918104 13,616 733 5.69 3,210 12.04 0.6950
2021-01-28 2020-12-31 13F MICROSOFT COM 594918104 12,883 -929 -6.73 2,865 -1.38 0.6666
2020-11-09 2020-09-30 13F MICROSOFT COM 594918104 13,812 110 0.80 2,905 4.20 0.7881
2020-08-14 2020-06-30 13F MICROSOFT COM 594918104 13,702 1,679 13.96 2,788 47.05 0.7819
2020-04-23 2020-03-31 13F MICROSOFT COM 594918104 12,023 1,117 10.24 1,896 10.23 0.6579
2020-01-28 2019-12-31 13F MICROSOFT COM 594918104 10,906 -1,614 -12.89 1,720 -1.21 0.4804
2019-10-23 2019-09-30 13F MICROSOFT COM 594918104 12,520 30 0.24 1,741 4.06 0.5301
2019-07-12 2019-06-30 13F MICROSOFT COM 594918104 12,490 -918 -6.85 1,673 5.82 0.5039
2019-05-01 2019-03-31 13F MICROSOFT COM 594918104 13,408 -2,642 -16.46 1,581 -3.01 0.4929
2019-01-17 2018-12-31 13F MICROSOFT COM 594918104 16,050 -300 -1.83 1,630 -12.83 0.5857
2018-10-04 2018-09-30 13F MICROSOFT COM 594918104 16,350 4,903 42.83 1,870 65.63 0.5770
2018-07-19 2018-06-30 13F MICROSOFT COM 594918104 11,447 93 0.82 1,129 8.98 0.3655
2018-04-13 2018-03-31 13F MICROSOFT COM 594918104 11,354 -564 -4.73 1,036 1.67 0.3431
2018-04-13 2017-12-31 13F/A-1 MICROSOFT COM 594918104 11,918 -283 -2.32 1,019 12.10 0.3342
2018-01-30 2017-12-31 13F MICROSOFT COM 594918104 11,918 -283 1,019 0.3333
2017-11-08 2017-09-30 13F MICROSOFT COM 594918104 12,201 -496 -3.91 909 3.89 0.3161
2017-08-10 2017-06-30 13F MICROSOFT COM 594918104 12,697 1,498 13.38 875 18.56 0.3257
2017-05-02 2017-03-31 13F MICROSOFT COM 594918104 11,199 -429 -3.69 738 2.07 0.2933
2017-02-09 2016-12-31 13F MICROSOFT COM 594918104 11,628 854 7.93 723 16.61 0.3219
2016-11-07 2016-09-30 13F MICROSOFT COM 594918104 10,774 -1,568 -12.70 620 -1.74 0.2870
2016-08-08 2016-06-30 13F MICROSOFT COM 594918104 12,342 -387 -3.04 631 -10.24 0.3056
2016-05-12 2016-03-31 13F MICROSOFT COM 594918104 12,729 -1,863 -12.77 703 -13.21 0.3509
2016-02-11 2015-12-31 13F MICROSOFT COM 594918104 14,592 -285 -1.92 810 23.10 0.4004
2015-11-10 2015-09-30 13F MICROSOFT COM 594918104 14,877 573 4.01 658 4.11 0.3533
2015-08-06 2015-06-30 13F MICROSOFT COM 594918104 14,304 -427 -2.90 632 5.51 0.3397
2015-04-28 2015-03-31 13F MICROSOFT COM 594918104 14,731 299 2.07 599 -10.60 0.3449
2015-02-11 2014-12-31 13F MICROSOFT COM 594918104 14,432 14,432 670 0.3937
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.