BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MSFT holding history

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

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 74,643
Value: $27.8M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	74,643	$27.8M	0.5%	+1,157+1.6%	Added	Holders
Q1 2026	73,486	$27.2M	0.5%	+1,323+1.8%	Added	Holders
Q4 2025	72,163	$34.9M	0.7%	+3,403+4.9%	Added	Holders
Q3 2025	68,760	$35.6M	0.7%	+1,943+2.9%	Added	Holders
Q2 2025	66,817	$33.2M	0.7%	−274−0.4%	Reduced	Holders
Q1 2025	67,091	$25.2M	0.6%	−676−1.0%	Reduced	Holders
Q4 2024	67,767	$28.6M	0.7%	−293−0.4%	Reduced	Holders
Q3 2024	68,060	$29.3M	0.7%	−942−1.4%	Reduced	Holders
Q2 2024	69,002	$30.8M	0.8%	−1,437−2.0%	Reduced	Holders
Q1 2024	70,439	$29.6M	0.8%	+573+0.8%	Added	Holders
Q4 2023	69,866	$26.3M	0.7%	+2,111+3.1%	Added	Holders
Q3 2023	67,755	$21.4M	0.6%	−2,874−4.1%	Reduced	Holders
Q2 2023	70,629	$24.1M	0.7%	+4,080+6.1%	Added	Holders
Q1 2023	66,549	$19.2M	0.6%	+2,003+3.1%	Added	Holders
Q4 2022	64,546	$15.5M	0.5%	−958−1.5%	Reduced	Holders
Q3 2022	65,504	$15.3M	0.6%	−891−1.3%	Reduced	Holders
Q2 2022	66,395	$17.1M	0.7%	+10,935+19.7%	Added	Holders
Q1 2022	55,460	$17.1M	0.7%	+3,309+6.3%	Added	Holders
Q4 2021	52,151	$17.5M	0.7%	+200+0.4%	Added	Holders
Q3 2021	51,951	$14.6M	0.7%	+112+0.2%	Added	Holders
Q2 2021	51,839	$14.0M	0.7%	−3,895−7.0%	Reduced	Holders
Q1 2021	55,734	$13.1M	0.7%	–	–	Holders

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