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Livermore
Livermore
ZHEN

Alliance Wealth Management Group

SEC CIK
0001623707
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Alliance Wealth Management Group, 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)
6,292
Value
$2.35M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Alliance Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,292$2.35M0.5%−8−0.1%ReducedHolders
Q1 20266,300$2.33M0.5%−212−3.3%ReducedHolders
Q4 20256,512$3.15M0.7%−59−0.9%ReducedHolders
Q3 20256,571$3.40M0.8%+817+14.2%AddedHolders
Q2 20255,754$2.86M0.7%+137+2.4%AddedHolders
Q1 20255,617$2.11M0.6%00.0%UnchangedHolders
Q4 20245,617$2.37M0.6%+25+0.4%AddedHolders
Q3 20245,592$2.41M0.6%−30−0.5%ReducedHolders
Q2 20245,622$2.51M0.7%00.0%UnchangedHolders
Q1 20245,622$2.37M0.7%+1,106+24.5%AddedHolders
Q4 20234,516$1.70M0.5%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20234,497$1.53M0.5%+107+2.4%AddedHolders
Q1 20234,390$1.27M0.4%+10+0.2%AddedHolders
Q4 20224,380$1.05M0.4%00.0%UnchangedHolders
Q3 20224,380$1.02M0.4%00.0%UnchangedHolders
Q2 20224,380$1.13M0.4%+10+0.2%AddedHolders
Q1 20224,370$1.35M0.4%+10.0%AddedHolders
Q4 20214,369$1.47M0.5%+52+1.2%AddedHolders
Q3 20214,317$1.22M0.4%−3−0.1%ReducedHolders
Q2 20214,320$1.17M0.4%+138+3.3%AddedHolders
Q1 20214,182$986.0K0.4%––Holders

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