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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Middleton & Co Inc, 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)
56,448
Value
$21.1M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,448$21.1M2.2%−693−1.2%ReducedHolders
Q1 202657,141$21.2M2.4%−522−0.9%ReducedHolders
Q4 202557,663$27.9M3.0%−120−0.2%ReducedHolders
Q3 202557,783$29.9M3.2%−1,346−2.3%ReducedHolders
Q2 202559,129$29.4M3.3%−535−0.9%ReducedHolders
Q1 202559,664$22.4M2.6%−845−1.4%ReducedHolders
Q4 202460,509$25.5M2.8%+906+1.5%AddedHolders
Q3 202459,603$25.6M2.8%−473−0.8%ReducedHolders
Q2 202460,076$26.9M3.1%−2,942−4.7%ReducedHolders
Q1 202463,018$26.5M3.1%−803−1.3%ReducedHolders
Q4 202363,821$24.0M3.0%−403−0.6%ReducedHolders
Q3 202364,224$20.3M2.8%−99−0.2%ReducedHolders
Q2 202364,323$21.9M2.9%+1,375+2.2%AddedHolders
Q1 202362,948$18.1M2.6%+333+0.5%AddedHolders
Q4 202262,615$15.0M2.2%−1,238−1.9%ReducedHolders
Q3 202263,853$14.9M2.3%−1,858−2.8%ReducedHolders
Q2 202265,711$16.9M2.2%−220.0%ReducedHolders
Q1 202265,733$20.3M2.2%+7,102+12.1%AddedHolders
Q4 202158,631$19.7M1.9%−65−0.1%ReducedHolders
Q3 202158,696$16.5M1.8%−1,025−1.7%ReducedHolders
Q2 202159,721$16.2M1.8%+924+1.6%AddedHolders
Q1 202158,797$13.9M1.6%––Holders

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