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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sowell Financial Services 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)
151,909
Value
$56.7M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026151,909$56.7M1.9%+2,338+1.6%AddedHolders
Q1 2026149,571$55.4M2.0%+4,830+3.3%AddedHolders
Q4 2025144,741$70.0M2.6%+3,450+2.4%AddedHolders
Q3 2025141,291$73.2M2.8%−12,093−7.9%ReducedHolders
Q2 2025153,384$76.3M3.1%−210−0.1%ReducedHolders
Q1 2025153,594$57.7M2.6%−2,558−1.6%ReducedHolders
Q4 2024156,152$65.8M3.5%+15,466+11.0%AddedHolders
Q3 2024140,686$60.5M2.8%−12,504−8.2%ReducedHolders
Q2 2024153,190$68.5M3.3%+3,847+2.6%AddedHolders
Q1 2024149,343$62.8M3.0%+2,710+1.8%AddedHolders
Q4 2023146,633$55.1M3.0%+10,370+7.6%AddedHolders
Q3 2023136,263$43.0M2.7%+8,019+6.3%AddedHolders
Q2 2023128,244$43.7M2.4%+24,328+23.4%AddedHolders
Q1 2023103,916$30.0M2.3%−28,391−21.5%ReducedHolders
Q4 2022132,307$31.7M2.1%+17,943+15.7%AddedHolders
Q3 2022114,364$26.6M2.7%−2,439−2.1%ReducedHolders
Q2 2022116,803$30.0M2.8%+74,927+178.9%AddedHolders
Q1 202241,876$11.7M2.0%−62,028−59.7%ReducedHolders
Q4 2021103,904$34.9M2.0%−21,360−17.1%ReducedHolders
Q3 2021125,264$35.3M2.4%−19,121−13.2%ReducedHolders
Q2 2021144,385$39.1M2.6%−61,785−30.0%ReducedHolders
Q1 2021206,170$51.5M1.8%––Holders

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