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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by BIP Wealth, 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)
41,085
Value
$15.3M
% of portfolio
0.4%
Quarters held
14
Since Q1 2023
Holdings of MSFT by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,085$15.3M0.4%+11,661+39.6%AddedHolders
Q1 202629,424$10.9M0.4%−5,153−14.9%ReducedHolders
Q4 202534,577$16.7M0.6%+14,190+69.6%AddedHolders
Q3 202520,387$10.6M0.5%+5,411+36.1%AddedHolders
Q2 202514,976$7.45M0.5%+975+7.0%AddedHolders
Q1 202514,001$5.26M0.3%−40.0%ReducedHolders
Q4 202414,005$5.90M0.4%−633−4.3%ReducedHolders
Q3 202414,638$6.30M0.4%+2,132+17.0%AddedHolders
Q2 202412,506$5.59M0.5%−416−3.2%ReducedHolders
Q1 202412,922$5.44M0.4%+2,382+22.6%AddedHolders
Q4 202310,540$3.96M0.3%+330+3.2%AddedHolders
Q3 202310,210$3.22M0.3%+1,338+15.1%AddedHolders
Q2 20238,872$3.02M0.2%−394−4.3%ReducedHolders
Q1 20239,266$2.68M0.3%–No prior filingHolders