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Livermore
Livermore
ZHEN

Smith & Howard Wealth Management, LLC

SEC CIK
0001543991
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Smith & Howard Wealth Management, 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)
1,842
Value
$687.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Smith & Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,842$687.1K0.1%−4−0.2%ReducedHolders
Q1 20261,846$683.4K0.1%−123−6.2%ReducedHolders
Q4 20251,969$952.2K0.2%−187−8.7%ReducedHolders
Q3 20252,156$1.12M0.3%−1,199−35.7%ReducedHolders
Q2 20253,355$1.67M0.4%−183−5.2%ReducedHolders
Q1 20253,538$1.33M0.4%−19−0.5%ReducedHolders
Q4 20243,557$1.50M0.4%−100−2.7%ReducedHolders
Q3 20243,657$1.57M0.4%−64−1.7%ReducedHolders
Q2 20243,721$1.66M0.5%+181+5.1%AddedHolders
Q1 20243,540$1.49M0.5%−328−8.5%ReducedHolders
Q4 20233,868$1.45M0.5%−20−0.5%ReducedHolders
Q3 20233,888$1.23M0.4%+107+2.8%AddedHolders
Q2 20233,781$1.29M0.5%−89−2.3%ReducedHolders
Q1 20233,870$1.12M0.4%−88−2.2%ReducedHolders
Q4 20223,958$949.2K0.4%+25+0.6%AddedHolders
Q3 20223,933$916.0K0.4%+305+8.4%AddedHolders
Q2 20223,628$932.0K0.4%−350−8.8%ReducedHolders
Q1 20223,978$1.23M0.5%−165−4.0%ReducedHolders
Q4 20214,143$1.39M0.6%+50+1.2%AddedHolders
Q3 20214,093$1.15M0.5%−137−3.2%ReducedHolders
Q2 20214,230$1.15M0.5%−368−8.0%ReducedHolders
Q1 20214,598$1.08M0.5%––Holders

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