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Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Cornerstone 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 overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
82,562
Value
$30.8M
% of portfolio
1.3%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,562$30.8M1.3%+4,270+5.5%AddedHolders
Q1 202678,292$29.0M1.4%+4,129+5.6%AddedHolders
Q4 202574,163$35.9M1.9%+4,179+6.0%AddedHolders
Q3 202569,984$36.2M2.0%+1,938+2.8%AddedHolders
Q2 202568,046$33.8M2.1%+2,729+4.2%AddedHolders
Q1 202565,317$24.5M1.7%−45−0.1%ReducedHolders
Q4 202465,362$27.6M1.9%+1,997+3.2%AddedHolders
Q3 202463,365$27.3M1.9%+2,749+4.5%AddedHolders
Q2 202460,616$27.1M2.1%+471+0.8%AddedHolders
Q1 202460,145$25.3M2.0%+524+0.9%AddedHolders
Q4 202359,621$22.4M1.9%−1,650−2.7%ReducedHolders
Q3 202361,271$19.3M1.8%+2,003+3.4%AddedHolders
Q2 202359,268$20.2M1.8%+2,211+3.9%AddedHolders
Q1 202357,057$16.4M1.6%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202256,519$13.2M1.5%+1,084+2.0%AddedHolders
Q2 202255,435$14.2M1.6%+2,156+4.0%AddedHolders
Q1 202253,279$16.4M1.6%−504−0.9%ReducedHolders
Q4 202153,783$18.1M1.7%+3,197+6.3%AddedHolders
Q3 202150,586$14.3M1.5%+1,543+3.1%AddedHolders
Q2 202149,043$13.3M1.4%−165−0.3%ReducedHolders
Q1 202149,208$11.6M1.4%––Holders

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