Microsoft Corporation
CH ˙ SWX ˙ US5949181045
SecurityCH:MSFT / Microsoft Corporation
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership64,401 shares
Latest Disclosed Value $ 23,839,258
Strategic Wealth Designers reports 10.64% increase in ownership of MSFT / Microsoft Corporation

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 64,401 shares of Microsoft Corporation (CH:MSFT) valued at $23,839,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 58,209 shares of Microsoft Corporation. This represents a change in shares of 10.64% 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)
2026-05-11 2026-03-31 13F MICROSOFT COM 594918104 64,401 6,192 10.64 23,839 -15.32 3.0251
2026-02-11 2025-12-31 13F MICROSOFT COM 594918104 58,209 -27,223 -31.87 28,151 -36.38 3.4600
2025-11-14 2025-09-30 13F MICROSOFT COM 594918104 85,432 80,048 1,486.78 44,250 1,552.93 3.7243
2025-08-14 2025-06-30 13F MICROSOFT COM 594918104 5,384 80 1.51 2,678 34.52 3.8772
2025-04-14 2025-03-31 13F APPLE COMMON STOCK 594918104 5,304 -65,593 -92.52 1,991 -93.34 3.4646
2025-01-23 2024-12-31 13F/A-2 MICROSOFT COM 594918104 70,897 2,877 4.23 29,884 4.43 3.3016
2025-01-22 2024-12-31 13F/A-1 MCDONALDS COM 594918104 2,006 -66,014 582 0.0637
2025-01-22 2024-12-31 13F MCDONALDS COM 594918104 2,006 -66,014 582 0.0637
2024-10-24 2024-09-30 13F MICROSOFT COM 594918104 68,020 26,661 64.46 28,615 51.48 3.0659
2024-08-13 2024-06-30 13F MICROSOFT COM 594918104 41,359 4,353 11.76 18,890 35.75 2.3874
2024-01-16 2023-12-31 13F MICROSOFT COM 594918104 37,006 4,336 13.27 13,916 34.90 2.0916
2023-11-03 2023-09-30 13F MICROSOFT COM 594918104 32,670 3,253 11.06 10,316 2.97 1.8698
2023-07-17 2023-06-30 13F MICROSOFT CORP COM COM 594918104 29,417 2,553 9.50 10,018 29.34 1.5897
2023-04-24 2023-03-31 13F/A-1 MICROSOFT CORP COM COM 594918104 26,864 4,006 17.53 7,745 43.69 1.4365
2023-04-20 2023-03-31 13F MICROSOFT CORP COM COM 594918104 21,320 -1,538 7,745 1.4365
2023-01-27 2022-12-31 13F MICROSOFT CORP COM COM 594918104 22,858 2,819 14.07 5,390 15.49 1.2462
2022-10-21 2022-09-30 13F MICROSOFT CORP COM COM 594918104 20,039 585 3.01 4,667 -6.59 1.3418
2022-08-08 2022-06-30 13F MICROSOFT CORP COM COM 594918104 19,454 -494 -2.48 4,996 -18.76 1.2515
2022-04-26 2022-03-31 13F MICROSOFT CORP COM COM 594918104 19,948 2,199 12.39 6,150 3.03 1.4668
2022-01-21 2021-12-31 13F MICROSOFT COM 594918104 17,749 1,811 11.36 5,969 32.23 1.5522
2021-11-15 2021-09-30 13F MICROSOFT COM 594918104 15,938 2,324 17.07 4,514 22.40 1.3486
2021-07-16 2021-06-30 13F MICROSOFT COM 594918104 13,614 3,565 35.48 3,688 55.68 1.3069
2021-04-22 2021-03-31 13F MICROSOFT COM 594918104 10,049 1,555 18.31 2,369 25.41 1.1363
2021-01-26 2020-12-31 13F/A-1 MICROSOFT COM 594918104 8,494 637 8.11 1,889 14.28 1.1067
2021-01-15 2020-12-31 13F MICROSOFT COM 594918104 12,989 5,132 2,889 2,415,652.8283
2020-11-03 2020-09-30 13F MICROSOFT COM 594918104 7,857 898 12.90 1,653 16.74 1.2434
2020-07-13 2020-06-30 13F MICROSOFT COM 594918104 6,959 -24 -0.34 1,416 28.61 1.3871
2020-04-20 2020-03-31 13F MICROSOFT COM 594918104 6,983 -590 -7.79 1,101 -7.79 1.7938
2020-02-11 2019-12-31 13F MICROSOFT COM 594918104 7,573 7,573 1,194 1.2381
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.