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Livermore
Livermore
ZHEN

J.P. Marvel Investment Advisors, LLC

SEC CIK
0001426755
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by J.P. Marvel Investment Advisors, LLC, 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)
41,199
Value
$15.4M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of MSFT by J.P. Marvel Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,199$15.4M1.8%−33−0.1%ReducedHolders
Q1 202641,232$15.3M2.2%−462−1.1%ReducedHolders
Q4 202541,694$20.2M2.8%−2,191−5.0%ReducedHolders
Q3 202543,885$22.7M3.3%+354+0.8%AddedHolders
Q2 202543,531$21.7M3.5%−170.0%ReducedHolders
Q1 202543,548$16.3M2.8%−30−0.1%ReducedHolders
Q4 202443,578$18.4M3.0%−620−1.4%ReducedHolders
Q3 202444,198$19.0M3.1%−242−0.5%ReducedHolders
Q2 202444,440$19.9M3.3%−72−0.2%ReducedHolders
Q1 202444,512$18.7M3.2%+40+0.1%AddedHolders
Q4 202344,472$16.7M3.3%−245−0.5%ReducedHolders
Q3 202344,717$14.1M3.0%00.0%UnchangedHolders
Q2 202344,717$15.2M3.2%−266−0.6%ReducedHolders
Q1 202344,983$13.0M2.9%00.0%UnchangedHolders
Q4 202244,983$10.8M2.5%−50.0%ReducedHolders
Q3 202244,988$10.5M2.7%00.0%UnchangedHolders
Q2 202244,988$11.6M2.8%00.0%UnchangedHolders
Q1 202244,988$13.9M2.8%+10.0%AddedHolders
Q4 202144,987$15.1M3.0%+45+0.1%AddedHolders
Q3 202144,942$12.7M3.8%+253+0.6%AddedHolders
Q2 202144,689$12.1M2.6%00.0%UnchangedHolders
Q1 202144,689$10.5M2.5%––Holders

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