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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Mutual Advisors, 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)
247,016
Value
$92.1M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026247,016$92.1M1.7%+5,872+2.4%AddedHolders
Q1 2026241,144$89.3M1.9%+17,610+7.9%AddedHolders
Q4 2025223,534$108.1M2.3%+10,072+4.7%AddedHolders
Q3 2025213,462$111.1M2.4%−5,577−2.5%ReducedHolders
Q2 2025219,039$112.5M2.8%−8,508−3.7%ReducedHolders
Q1 2025227,547$89.2M2.6%+18,309+8.8%AddedHolders
Q4 2024209,238$88.8M2.6%−2,676−1.3%ReducedHolders
Q3 2024211,914$90.0M2.6%+7,501+3.7%AddedHolders
Q2 2024204,413$87.2M2.6%−23,518−10.3%ReducedHolders
Q1 2024227,931$95.9M3.1%+10,409+4.8%AddedHolders
Q4 2023217,522$81.8M2.8%+10,659+5.2%AddedHolders
Q3 2023206,863$65.3M2.5%+10,244+5.2%AddedHolders
Q2 2023196,619$67.0M2.5%+892+0.5%AddedHolders
Q1 2023195,727$56.4M2.3%−1,593−0.8%ReducedHolders
Q4 2022197,320$47.3M2.1%+9,722+5.2%AddedHolders
Q3 2022187,598$43.7M2.3%+24,328+14.9%AddedHolders
Q2 2022163,270$41.9M2.8%+525+0.3%AddedHolders
Q1 2022162,745$50.2M2.8%+5,048+3.2%AddedHolders
Q4 2021157,697$53.0M2.8%+2,196+1.4%AddedHolders
Q3 2021155,501$43.8M2.6%+4,042+2.7%AddedHolders
Q2 2021151,459$41.0M2.4%+203+0.1%AddedHolders
Q1 2021151,256$35.7M2.4%––Holders

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