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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Boston Private 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)
134,978
Value
$50.3M
% of portfolio
3.2%
Quarters held
20
Since Q1 2021
Holdings of MSFT by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,978$50.3M3.2%−14,713−9.8%ReducedHolders
Q1 2026149,691$55.4M3.7%−4,468−2.9%ReducedHolders
Q4 2025154,159$74.6M4.4%−17,318−10.1%ReducedHolders
Q3 2025171,477$88.8M4.8%−12,388−6.7%ReducedHolders
Q2 2025183,865$91.5M4.9%+183,865NewHolders
Q1 20250$00.0%−331,078−100.0%Sold outHolders
Q4 2024331,078$139.5M2.6%+331,078NewHolders
Q3 20240$00.0%−352,540−100.0%Sold outHolders
Q2 2024352,540$157.6M3.9%−41,201−10.5%ReducedHolders
Q1 2024393,741$165.7M3.7%−24,532−5.9%ReducedHolders
Q4 2023418,273$157.3M3.8%−53,259−11.3%ReducedHolders
Q3 2023471,532$148.9M3.3%−35,954−7.1%ReducedHolders
Q2 2023507,486$172.8M3.1%−150,525−22.9%ReducedHolders
Q1 2023658,011$189.7M2.7%−71,951−9.9%ReducedHolders
Q4 2022729,962$175.1M2.4%−7,252−1.0%ReducedHolders
Q3 2022737,214$171.7M2.5%+15,327+2.1%AddedHolders
Q2 2022721,887$185.4M2.9%−23,134−3.1%ReducedHolders
Q1 2022745,021$229.7M3.1%−6,052−0.8%ReducedHolders
Q4 2021751,073$252.6M4.1%−28,493−3.7%ReducedHolders
Q3 2021779,566$219.8M2.8%−4,262−0.5%ReducedHolders
Q2 2021783,828$212.3M2.7%+3420.0%AddedHolders
Q1 2021783,486$184.7M2.6%––Holders

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