Microsoft Corporation
BG ˙ BUL ˙ US5949181045
SecurityBG:MSF / Microsoft Corporation
InstitutionInsight Wealth Strategies, LLC
Latest Disclosed Ownership18,649 shares
Latest Disclosed Value $ 6,903,484
Insight Wealth Strategies, LLC reports 15.55% increase in ownership of MSF / Microsoft Corporation

On April 10, 2026 - Insight Wealth Strategies, LLC filed a 13F-HR form disclosing ownership of 18,649 shares of Microsoft Corporation (BG:MSF) valued at $6,903,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 2, 2026 disclosing 16,139 shares of Microsoft Corporation. This represents a change in shares of 15.55% 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)
2026-04-10 2026-03-31 13F MICROSOFT COM 594918104 18,649 2,510 15.55 6,903 -11.55 0.7707
2026-01-02 2025-12-31 13F MICROSOFT COM 594918104 16,139 367 2.33 7,805 -4.46 0.8949
2025-10-06 2025-09-30 13F MICROSOFT COM 594918104 15,772 56 0.36 8,169 5.63 0.9625
2025-07-07 2025-06-30 13F MICROSOFT COM 594918104 15,716 3,068 24.26 7,733 62.90 0.9768
2025-04-03 2025-03-31 13F MICROSOFT COM 594918104 12,648 89 0.71 4,748 -10.32 0.6392
2025-01-06 2024-12-31 13F MICROSOFT COM 594918104 12,559 752 6.37 5,294 4.19 0.7099
2024-10-07 2024-09-30 13F MICROSOFT COM 594918104 11,807 81 0.69 5,080 -3.05 0.6691
2024-07-08 2024-06-30 13F MICROSOFT COM 594918104 11,726 84 0.72 5,241 7.00 0.7457
2024-04-05 2024-03-31 13F MICROSOFT COM 594918104 11,642 -1,699 -12.74 4,898 -2.37 0.7190
2024-01-12 2023-12-31 13F MICROSOFT COM 594918104 13,341 -1,028 -7.15 5,017 10.56 0.8102
2023-10-13 2023-09-30 13F MICROSOFT COM 594918104 14,369 524 3.78 4,537 -3.75 0.8764
2023-07-14 2023-06-30 13F MICROSOFT COM 594918104 13,845 -443 -3.10 4,715 14.45 0.9023
2023-04-06 2023-03-31 13F MICROSOFT COM 594918104 14,288 -28,734 -66.79 4,119 -60.08 0.8076
2023-01-06 2022-12-31 13F MICROSOFT COM 594918104 43,022 768 1.82 10,317 -4.93 1.9947
2022-10-03 2022-09-30 13F MICROSOFT COM 594918104 42,254 0 0.00 10,852 0.00 2.0157
2022-07-01 2022-06-30 13F MICROSOFT COM 594918104 42,254 -54 -0.13 10,852 -16.80 2.0157
2022-04-12 2022-03-31 13F MICROSOFT COM 594918104 42,308 2,765 6.99 13,044 -1.92 1.9235
2022-01-31 2021-12-31 13F MICROSOFT COM 594918104 39,543 -2,769 -6.54 13,299 11.48 1.8954
2021-10-28 2021-09-30 13F MICROSOFT COM 594918104 42,312 -57 -0.13 11,929 3.93 1.6783
2021-08-12 2021-06-30 13F MICROSOFT COM 594918104 42,369 -9,619 -18.50 11,478 -6.36 1.6313
2021-05-12 2021-03-31 13F MICROSOFT COM 594918104 51,988 10,482 25.25 12,257 32.77 1.6424
2021-02-05 2020-12-31 13F MICROSOFT COM 594918104 41,506 3,278 8.57 9,232 14.81 1.5668
2020-10-29 2020-09-30 13F MICROSOFT COM 594918104 38,228 10,123 36.02 8,041 40.58 1.4924
2020-07-31 2020-06-30 13F MICROSOFT COM 594918104 28,105 -364 -1.28 5,720 27.39 1.2734
2020-04-21 2020-03-31 13F MICROSOFT COM 594918104 28,469 -44,749 -61.12 4,490 -61.12 1.1949
2020-02-21 2019-12-31 13F MICROSOFT COM 594918104 73,218 -322 -0.44 11,547 12.94 2.4449
2019-11-06 2019-09-30 13F MICROSOFT COM 594918104 73,540 11,564 18.66 10,224 23.15 2.4013
2019-08-06 2019-06-30 13F MICROSOFT COM 594918104 61,976 11,075 21.76 8,302 38.30 2.0290
2019-04-24 2019-03-31 13F MICROSOFT COM 594918104 50,901 2,374 4.89 6,003 21.79 1.6773
2019-02-12 2018-12-31 13F MICROSOFT COM 594918104 48,527 48,527 4,929 1.5103
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.