Position history for HB Wealth Management, LLC's holdings in MICROSOFT CORP
HB Wealth Management, LLC holds 540,626 shares of MSFT (MICROSOFT CORP), worth $200.1M as of 2026-Q1. The position was increased (+1.9% shares). MSFT represents 1.3% of HB Wealth Management, LLC's portfolio.
Current Value
$200.1M
Current Shares
540,626
Total Value Change
+$62M
Total Shares Change
+231,682
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 540,626 |
+1.9% |
| $200.1M |
| 1.3% |
| $403.93 |
49 |
| 2025-Q4 | Increased | 530,310 | +3.5% | $256.5M | 1.7% | $487.48 | 50 |
| 2025-Q3 | Increased | 512,306 | +9.9% | $265.3M | 1.8% | $513.64 | 53 |
| 2025-Q2 | Decreased | 466,074 | -3.3% | $231.8M | 1.8% | $494.20 | 0 |
| 2025-Q1 | Increased | 482,005 | +40.8% | $180.9M | 1.5% | $376.78 | 64 |
| 2024-Q4 | Increased | 342,347 | +6.2% | $144.3M | 1.5% | $421.72 | 51 |
| 2024-Q3 | Increased | 322,292 | +4.3% | $138.7M | 1.5% | $424.04 | 50 |
| 2024-Q2 | Increased | 308,944 | +11.7% | $138.1M | 1.6% | $441.99 | 53 |