마이크로 소프트 회사
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership10,427 shares
Latest Disclosed Value $ 3,859,835
Outlook Wealth Advisors, LLC reports 1.16% decrease in ownership of MSFT / Microsoft Corporation

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 10,427 shares of Microsoft Corporation (MX:MSFT) valued at $3,859,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 10,549 shares of Microsoft Corporation. This represents a change in shares of -1.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F MICROSOFT COM 594918104 10,427 -122 -1.16 3,860 -24.35 0.9343
2026-02-11 2025-12-31 13F MICROSOFT COM 594918104 10,549 1,601 17.89 5,102 10.08 1.1537
2025-10-30 2025-09-30 13F MICROSOFT COM 594918104 8,948 -350 -3.76 4,634 0.22 1.1546
2025-08-11 2025-06-30 13F MICROSOFT COM 594918104 9,298 -13 -0.14 4,625 32.30 1.1894
2025-04-14 2025-03-31 13F MICROSOFT COM 594918104 9,311 907 10.79 3,495 -1.33 0.9724
2025-01-14 2024-12-31 13F MICROSOFT COM 594918104 8,404 404 5.05 3,542 2.91 1.0172
2024-10-23 2024-09-30 13F MICROSOFT COM 594918104 8,000 53 0.67 3,443 -3.07 0.9885
2024-07-18 2024-06-30 13F MICROSOFT COM 594918104 7,947 264 3.44 3,552 9.87 1.1084
2024-04-22 2024-03-31 13F MICROSOFT COM 594918104 7,683 -81 -1.04 3,232 10.72 0.9983
2024-01-29 2023-12-31 13F MICROSOFT COM 594918104 7,764 -784 -9.17 2,920 8.15 1.0211
2023-10-10 2023-09-30 13F MICROSOFT COM 594918104 8,548 511 6.36 2,699 -1.35 1.0308
2023-07-10 2023-06-30 13F MICROSOFT COM 594918104 8,037 456 6.02 2,737 25.22 1.0348
2023-04-18 2023-03-31 13F MICROSOFT COM 594918104 7,581 -129 -1.67 2,186 18.24 0.9719
2023-02-14 2022-12-31 13F MICROSOFT COM 594918104 7,710 126 1.66 1,849 4.64 0.8779
2022-10-25 2022-09-30 13F MICROSOFT COMMON STOCK 594918104 7,584 2 0.03 1,766 -9.30 0.7918
2022-07-28 2022-06-30 13F MICROSOFT COMMON STOCK 594918104 7,582 29 0.38 1,947 -16.37 0.7966
2022-07-28 2022-03-31 13F/A-1 MICROSOFT Commom Stock 594918104 7,553 -27 -0.36 2,328 -8.67 0.7785
2022-05-13 2022-03-31 13F MICROSOFT COM 594918104 7,406 -174 2,283 0.7956
2022-01-21 2021-12-31 13F Microsoft COMMON STOCK 594918104 7,580 -12 -0.16 2,549 19.11 0.7488
2021-10-22 2021-09-30 13F Microsoft COM 594918104 7,592 150 2.02 2,140 6.15 0.6998
2021-07-21 2021-06-30 13F Microsoft COMMON STOCK 594918104 7,442 417 5.94 2,016 21.74 0.6446
2021-05-04 2021-03-31 13F Microsoft COM 594918104 7,025 841 13.60 1,656 20.44 0.5756
2021-02-04 2020-12-31 13F Microsoft COMMON STOCK 594918104 6,184 -576 -8.52 1,375 -3.31 0.5007
2020-11-10 2020-09-30 13F Microsoft COM 594918104 6,760 228 3.49 1,422 7.00 0.5653
2020-07-17 2020-06-30 13F Microsoft COM 594918104 6,532 103 1.60 1,329 31.07 0.5634
2020-04-16 2020-03-31 13F Microsoft COM 594918104 6,429 711 12.43 1,014 14.45 0.5726
2020-02-12 2019-12-31 13F Microsoft COM 594918104 5,718 -1,370 -19.33 886 -10.14 0.4993
2019-10-17 2019-09-30 13F Microsoft COM 594918104 7,088 116 1.66 986 5.45 0.5874
2019-08-15 2019-06-30 13F Microsoft COM 594918104 6,972 735 11.78 935 27.04 0.6164
2019-05-06 2019-03-31 13F Microsoft COM 594918104 6,237 5,216 510.87 736 -29.03 0.6063
2019-02-13 2018-12-31 13F Microsoft COM 594918104 1,021 1,021 1,037 0.4727
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.