TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by TD Private Client Wealth 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): 107,255
Value: $40.0M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	107,255	$40.0M	0.7%	−10,820−9.2%	Reduced	Holders
Q1 2026	118,075	$43.7M	0.9%	−2,992−2.5%	Reduced	Holders
Q4 2025	121,067	$58.6M	1.2%	−343−0.3%	Reduced	Holders
Q3 2025	121,410	$62.9M	1.4%	−1,127−0.9%	Reduced	Holders
Q2 2025	122,537	$61.0M	1.5%	−2,113−1.7%	Reduced	Holders
Q1 2025	124,650	$46.8M	1.3%	+5,911+5.0%	Added	Holders
Q4 2024	118,739	$50.0M	1.4%	−6,235−5.0%	Reduced	Holders
Q3 2024	124,974	$53.8M	1.5%	+5,192+4.3%	Added	Holders
Q2 2024	119,782	$53.7M	1.7%	−5,532−4.4%	Reduced	Holders
Q1 2024	125,314	$52.9M	1.7%	−7,424−5.6%	Reduced	Holders
Q4 2023	132,738	$50.0M	1.8%	+499+0.4%	Added	Holders
Q3 2023	132,239	$41.9M	1.8%	−3,354−2.5%	Reduced	Holders
Q2 2023	135,593	$46.3M	2.0%	−16,598−10.9%	Reduced	Holders
Q1 2023	152,191	$43.9M	2.0%	−12,480−7.6%	Reduced	Holders
Q4 2022	164,671	$39.6M	1.9%	−9,735−5.6%	Reduced	Holders
Q3 2022	174,406	$40.7M	2.1%	−4,905−2.7%	Reduced	Holders
Q2 2022	179,311	$46.1M	2.2%	+5,463+3.1%	Added	Holders
Q1 2022	173,848	$53.7M	2.3%	+15,385+9.7%	Added	Holders
Q4 2021	158,463	$53.3M	2.2%	−32,023−16.8%	Reduced	Holders
Q3 2021	190,486	$53.7M	2.3%	−19,361−9.2%	Reduced	Holders
Q2 2021	209,847	$56.8M	2.4%	−8,218−3.8%	Reduced	Holders
Q1 2021	218,065	$51.4M	2.4%	–	–	Holders

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