RKL Wealth Management LLC

SEC CIK: 0001604723
Latest filing: Aug 10, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by RKL 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 overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 49,926
Value: $18.6M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by RKL Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,926	$18.6M	1.5%	+426+0.9%	Added	Holders
Q1 2026	49,500	$18.3M	1.6%	−3,075−5.8%	Reduced	Holders
Q4 2025	52,575	$25.4M	2.1%	+659+1.3%	Added	Holders
Q3 2025	51,916	$26.9M	2.3%	−6,228−10.7%	Reduced	Holders
Q2 2025	58,144	$28.9M	2.5%	−2,453−4.0%	Reduced	Holders
Q1 2025	60,597	$22.7M	2.1%	+671+1.1%	Added	Holders
Q4 2024	59,926	$25.3M	2.2%	+2,302+4.0%	Added	Holders
Q3 2024	57,624	$24.8M	2.2%	+699+1.2%	Added	Holders
Q2 2024	56,925	$25.4M	2.5%	−683−1.2%	Reduced	Holders
Q1 2024	57,608	$24.2M	2.4%	−582−1.0%	Reduced	Holders
Q4 2023	58,190	$21.9M	2.4%	−1,424−2.4%	Reduced	Holders
Q3 2023	59,614	$18.8M	2.3%	−1,637−2.7%	Reduced	Holders
Q2 2023	61,251	$20.9M	2.5%	−504−0.8%	Reduced	Holders
Q1 2023	61,755	$17.8M	2.2%	−86−0.1%	Reduced	Holders
Q4 2022	61,841	$14.8M	2.0%	+331+0.5%	Added	Holders
Q3 2022	61,510	$14.3M	2.1%	+619+1.0%	Added	Holders
Q2 2022	60,891	$15.6M	2.1%	+553+0.9%	Added	Holders
Q1 2022	60,338	$18.6M	2.2%	+412+0.7%	Added	Holders
Q4 2021	59,926	$20.2M	2.4%	−1,072−1.8%	Reduced	Holders
Q3 2021	60,998	$17.2M	2.2%	−548−0.9%	Reduced	Holders
Q2 2021	61,546	$16.7M	2.1%	−1,259−2.0%	Reduced	Holders
Q1 2021	62,805	$14.8M	2.0%	–	–	Holders

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