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Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Northwest 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)
9,371
Value
$3.50M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,371$3.50M0.5%−541−5.5%ReducedHolders
Q1 20269,912$3.67M0.6%+231+2.4%AddedHolders
Q4 20259,681$4.68M0.7%−682−6.6%ReducedHolders
Q3 202510,363$5.37M0.9%+442+4.5%AddedHolders
Q2 20259,921$4.93M0.9%−19−0.2%ReducedHolders
Q1 20259,940$3.73M0.7%+215+2.2%AddedHolders
Q4 20249,725$4.10M0.9%+1,242+14.6%AddedHolders
Q3 20248,483$3.65M0.9%−203−2.3%ReducedHolders
Q2 20248,686$3.88M1.0%+738+9.3%AddedHolders
Q1 20247,948$3.34M0.9%+700+9.7%AddedHolders
Q4 20237,248$2.73M0.8%+612+9.2%AddedHolders
Q3 20236,636$2.10M0.8%−11−0.2%ReducedHolders
Q2 20236,647$2.26M0.8%+16+0.2%AddedHolders
Q1 20236,631$1.91M0.7%+3,319+100.2%AddedHolders
Q4 20223,312$794.2K0.3%−2,105−38.9%ReducedHolders
Q3 20225,417$1.26M0.6%+98+1.8%AddedHolders
Q2 20225,319$1.37M0.6%+783+17.3%AddedHolders
Q1 20224,536$1.40M0.7%+37+0.8%AddedHolders
Q4 20214,499$1.51M0.7%−97−2.1%ReducedHolders
Q3 20214,596$1.30M0.7%−377−7.6%ReducedHolders
Q2 20214,973$1.35M0.7%+1,146+29.9%AddedHolders
Q1 20213,827$902.0K0.6%––Holders

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