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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
97,043
Value
$36.2M
% of portfolio
1.0%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,043$36.2M1.0%+5,386+5.9%AddedHolders
Q1 202691,657$33.9M1.0%−5,342−5.5%ReducedHolders
Q4 202596,999$46.9M1.4%−10,204−9.5%ReducedHolders
Q3 2025107,203$55.5M1.7%−1,612−1.5%ReducedHolders
Q2 2025108,815$54.1M1.7%−1,490−1.4%ReducedHolders
Q1 2025110,305$41.4M1.4%+3,789+3.6%AddedHolders
Q4 2024106,516$44.9M1.4%−391−0.4%ReducedHolders
Q3 2024106,907$46.0M1.4%−2,897−2.6%ReducedHolders
Q2 2024109,804$49.1M1.6%−1,019−0.9%ReducedHolders
Q1 2024110,823$46.6M1.5%−1,337−1.2%ReducedHolders
Q4 2023112,160$42.2M1.5%−1,904−1.7%ReducedHolders
Q3 2023114,064$36.0M1.4%+20,050+21.3%AddedHolders
Q2 202394,014$32.0M1.2%−2,680−2.8%ReducedHolders
Q1 202396,694$27.9M1.1%+3,397+3.6%AddedHolders
Q4 202293,297$22.4M0.8%–No prior filingHolders