Back to HB Wealth Management, LLC

MSFT
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
540,626
+1.9%
$200.1M1.3%$403.93
49
2025-Q4
Increased
530,310
+3.5%
$256.5M1.7%$487.48
50
2025-Q3
Increased
512,306
+9.9%
$265.3M1.8%$513.64
53
2025-Q2
Decreased
466,074
-3.3%
$231.8M1.8%$494.20
0
2025-Q1
Increased
482,005
+40.8%
$180.9M1.5%$376.78
64
2024-Q4
Increased
342,347
+6.2%
$144.3M1.5%$421.72
51
2024-Q3
Increased
322,292
+4.3%
$138.7M1.5%$424.04
50
2024-Q2
Increased
308,944
+11.7%
$138.1M1.6%$441.99
53

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used