Skip to main content

Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Joel Isaacson & Co., 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)
119,369
Value
$44.5M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119,369$44.5M1.3%+443+0.4%AddedHolders
Q1 2026118,926$44.0M1.5%+1,013+0.9%AddedHolders
Q4 2025117,913$57.0M1.9%+11,714+11.0%AddedHolders
Q3 2025106,199$55.0M2.0%+5,373+5.3%AddedHolders
Q2 2025100,826$50.2M2.0%+2,690+2.7%AddedHolders
Q1 202598,136$36.8M1.7%+1,343+1.4%AddedHolders
Q4 202496,793$40.8M1.8%+1,562+1.6%AddedHolders
Q3 202495,231$41.0M2.0%+22,075+30.2%AddedHolders
Q2 202473,156$32.7M1.7%+1,090+1.5%AddedHolders
Q1 202472,066$30.3M1.7%+3,482+5.1%AddedHolders
Q4 202368,584$25.8M1.6%+1,932+2.9%AddedHolders
Q3 202366,652$21.0M1.4%+1,807+2.8%AddedHolders
Q2 202364,845$22.1M1.5%+1,317+2.1%AddedHolders
Q1 202363,528$18.3M1.3%+1,038+1.7%AddedHolders
Q4 202262,490$15.0M1.2%+1,925+3.2%AddedHolders
Q3 202260,565$14.1M1.2%+1,778+3.0%AddedHolders
Q2 202258,787$15.1M1.3%+836+1.4%AddedHolders
Q1 202257,951$16.3M1.2%+968+1.7%AddedHolders
Q4 202156,983$19.2M1.3%+765+1.4%AddedHolders
Q3 202156,218$15.8M1.2%+4,940+9.6%AddedHolders
Q2 202151,278$13.9M1.1%+1,060+2.1%AddedHolders
Q1 202150,218$11.8M1.0%––Holders

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