Global Wealth Management Investment Advisory, Inc. MSFT holdings history
MICROSOFT CORP · CUSIP 594918104 · CIK 1767855
As of 2026-06-30, Global Wealth Management Investment Advisory, Inc. reported 43.99K MSFT (shares), valued at $16.41M, or 2.33% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 9.25%; reported value increased 10.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.33% | 43,988 | SEC filing ↗Filed Jul 29, 2026Combination report |
| Q1 2026 | 2.33% | 40,263 | SEC filing ↗Filed May 1, 2026Combination report |
| Q4 2025 | 2.52% | 32,471 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.61% | 30,079 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 2.64% | 28,250 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.17% | 28,956 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 2.31% | 26,626 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.33% | 25,064 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 2.52% | 24,218 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 2.37% | 22,955 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.15% | 22,272 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 2.01% | 22,758 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.01% | 22,758 | $7.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 2.15% | 22,272 | $8.38M | Shares decreased 2.14%; reported value increased 16.55%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.37% | 22,955 | $9.66M | Shares increased 3.07%; reported value increased 15.31%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.52% | 24,218 | $10.82M | Shares increased 5.50%; reported value increased 12.08%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.33% | 25,064 | $10.79M | Shares increased 3.49%; reported value decreased 0.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.31% | 26,626 | $11.22M | Shares increased 6.23%; reported value increased 4.06%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.17% | 28,956 | $10.87M | Shares increased 8.75%; reported value decreased 3.15%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 2.64% | 28,250 | $14.05M | Shares decreased 2.44%; reported value increased 29.27%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.61% | 30,079 | $15.58M | Shares increased 6.47%; reported value increased 10.87%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 2.52% | 32,471 | $15.70M | Shares increased 7.95%; reported value increased 0.80%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.33% | 40,263 | $14.90M | Shares increased 24.00%; reported value decreased 5.09%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.33% | 43,988 | $16.41M | Shares increased 9.25%; reported value increased 10.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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