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Planning Alternatives Ltd

SEC CIK
0000712011
Latest filing
Aug 12, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Planning Alternatives Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
11,924
Value
$4.45M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Planning Alternatives Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,924$4.45M0.5%+2,233+23.0%AddedHolders
Q1 20269,691$3.59M0.5%+632+7.0%AddedHolders
Q4 20259,059$4.38M0.6%+64+0.7%AddedHolders
Q3 20258,995$4.66M0.6%+1,391+18.3%AddedHolders
Q2 20257,604$3.78M0.5%−117−1.5%ReducedHolders
Q1 20257,721$2.90M0.4%+2,603+50.9%AddedHolders
Q4 20245,118$2.16M0.3%−335−6.1%ReducedHolders
Q3 20245,453$2.35M0.4%+159+3.0%AddedHolders
Q2 20245,294$2.37M0.4%−25−0.5%ReducedHolders
Q1 20245,319$2.24M0.4%+224+4.4%AddedHolders
Q4 20235,095$1.92M0.3%+54+1.1%AddedHolders
Q3 20235,041$1.59M0.3%+200+4.1%AddedHolders
Q2 20234,841$1.65M0.3%−410−7.8%ReducedHolders
Q1 20235,251$1.51M0.3%+971+22.7%AddedHolders
Q4 20224,280$1.03M0.2%+23+0.5%AddedHolders
Q3 20224,257$991.0K0.2%−481−10.2%ReducedHolders
Q2 20224,738$1.22M0.2%−15−0.3%ReducedHolders
Q1 20224,753$1.47M0.2%−243−4.9%ReducedHolders
Q4 20214,996$1.68M0.3%−427−7.9%ReducedHolders
Q3 20215,423$1.53M0.3%+17+0.3%AddedHolders
Q2 20215,406$1.46M0.2%+64+1.2%AddedHolders
Q1 20215,342$1.26M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.