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Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Triangle Securities Wealth Management, 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)
20,364
Value
$7.60M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,364$7.60M1.5%−1,556−7.1%ReducedHolders
Q1 202621,920$8.11M1.8%−2,004−8.4%ReducedHolders
Q4 202523,924$11.6M2.4%−1,755−6.8%ReducedHolders
Q3 202525,679$13.3M3.0%+5,805+29.2%AddedHolders
Q2 202519,874$9.89M2.4%−6,610−25.0%ReducedHolders
Q1 202526,484$9.94M2.6%−87−0.3%ReducedHolders
Q4 202426,571$11.2M2.9%−582−2.1%ReducedHolders
Q3 202427,153$11.7M3.0%−958−3.4%ReducedHolders
Q2 202428,111$12.6M3.5%−585−2.0%ReducedHolders
Q1 202428,696$12.1M3.4%−108−0.4%ReducedHolders
Q4 202328,804$10.8M3.4%−137−0.5%ReducedHolders
Q3 202328,941$9.14M3.2%−30.0%ReducedHolders
Q2 202328,944$9.86M3.4%−1,135−3.8%ReducedHolders
Q1 202330,079$8.67M3.1%−715−2.3%ReducedHolders
Q4 202230,794$7.39M2.7%−107−0.3%ReducedHolders
Q3 202230,901$7.20M2.9%−67−0.2%ReducedHolders
Q2 202230,968$7.95M3.1%−700−2.2%ReducedHolders
Q1 202231,668$9.76M3.3%−1,311−4.0%ReducedHolders
Q4 202132,979$11.1M3.5%−1,039−3.1%ReducedHolders
Q3 202134,018$9.59M3.3%−484−1.4%ReducedHolders
Q2 202134,502$9.35M3.2%−684−1.9%ReducedHolders
Q1 202135,186$8.30M3.0%––Holders

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