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MSFTMSFT
20 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in MICROSOFT CORP

Yes. HB Wealth Management holds 609,049 shares of MSFT (Microsoft), worth $312.4M, as of its Q3 2026 13F filing. It increased the position by 56,226 shares (+10.2%) from Q2 2026. HB Wealth Management has held MSFT in every 13F on record since Q4 2021, 20 quarterly filings. MSFT is 1.6% of HB Wealth Management's reported 13F portfolio.

Current Value

$312.4M

Current Shares

609,049

Total Value Change

+$274.2M

Total Shares Change

+495,383

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
609,049
+10.2%
$312.4M1.6%$512.90
54
2026-Q2
Increased
552,823
+2.3%
$206.2M1.2%$372.32
49
2026-Q1
Increased
540,626
+1.9%
$200.1M1.3%$368.68
49
2025-Q4
Increased
530,310
+3.5%
$256.5M1.7%$480.57
50
2025-Q3
Increased
512,306
+9.9%
$265.3M1.8%$513.72
53
2025-Q2
Decreased
466,074
-3.3%
$231.8M1.8%$492.54
0
2025-Q1
Increased
482,005
+40.8%
$180.9M1.5%$371.03
64
2024-Q4
Increased
342,347
+6.2%
$144.3M1.5%$415.78
51
2024-Q3
Increased
322,292
+4.3%
$138.7M1.5%$423.61
50
2024-Q2
Increased
308,944
+11.7%
$138.1M1.6%$439.21
53
2024-Q1
Increased
276,627
+2.8%
$116.4M1.5%$412.69
49
2023-Q4
Increased
269,016
+3.4%
$101.2M1.5%$368.18
49
2023-Q3
Increased
260,092
+8.2%
$82.1M1.3%$308.52
51
2023-Q2
Decreased
240,298
-1.0%
$81.8M1.3%$332.04
0
2023-Q1
Increased
242,689
+4.7%
$70M1.2%$280.49
49
2022-Q4
Increased
231,868
+13.8%
$55.6M1.0%$232.74
53
2022-Q3
Increased
203,787
+3.8%
$47.5M1.0%$225.39
48
2022-Q2
Increased
196,415
+27.4%
$50.4M1.0%$248.02
57
2022-Q1
Increased
154,147
+35.6%
$47.5M0.9%$297.05
54
2021-Q4
First report
113,666
-
$38.2M0.8%$323.37
0

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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