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MSFT
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Position history for Integrated Wealth Concepts LLC's holdings in MICROSOFT CORP

Integrated Wealth Concepts LLC holds 360,796 shares of MSFT (MICROSOFT CORP), worth $133.6M as of 2026-Q1. The position was increased (+64.9% shares). MSFT represents 1.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$133.6M

Current Shares

360,796

Total Value Change

+$20.4M

Total Shares Change

+107,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
360,796
+64.9%
$133.6M1.1%$403.93
70
2025-Q4
Decreased
218,766
-32.7%
$105.8M1.3%$487.48
0
2025-Q3
Increased
324,959
+3.7%
$168.3M1.5%$513.64
50
2025-Q2
Increased
313,235
+10.1%
$155.8M1.6%$494.20
53
2025-Q1
Increased
284,425
+1.8%
$106.8M1.2%$376.78
48
2024-Q4
Increased
279,364
+9.1%
$117.8M1.4%$421.72
52
2024-Q3
Increased
256,084
+1.1%
$110.2M1.3%$424.04
48
2024-Q2
Decreased
253,183
-2.9%
$113.2M1.5%$441.99
0

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

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