HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 48,033
Value: $17.9M
% of portfolio: 1.6%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,033	$17.9M	1.6%	+366+0.8%	Added	Holders
Q1 2026	47,667	$17.6M	1.8%	−203−0.4%	Reduced	Holders
Q4 2025	47,870	$23.2M	2.3%	+1,039+2.2%	Added	Holders
Q3 2025	46,831	$24.2M	2.5%	−77−0.2%	Reduced	Holders
Q2 2025	46,908	$23.3M	2.7%	+74+0.2%	Added	Holders
Q1 2025	46,834	$17.6M	2.3%	+347+0.7%	Added	Holders
Q4 2024	46,487	$19.6M	2.5%	−537−1.1%	Reduced	Holders
Q3 2024	47,024	$20.2M	2.6%	+34+0.1%	Added	Holders
Q2 2024	46,990	$21.0M	3.0%	+793+1.7%	Added	Holders
Q1 2024	46,197	$19.4M	2.9%	−11,637−20.1%	Reduced	Holders
Q4 2023	57,834	$21.7M	3.4%	+7,350+14.6%	Added	Holders
Q3 2023	50,484	$15.9M	3.5%	−1,437−2.8%	Reduced	Holders
Q2 2023	51,921	$17.7M	3.3%	−274−0.5%	Reduced	Holders
Q1 2023	52,195	$15.0M	3.0%	−511−1.0%	Reduced	Holders
Q4 2022	52,706	$12.6M	2.7%	+1,040+2.0%	Added	Holders
Q3 2022	51,666	$12.0M	2.6%	−254−0.5%	Reduced	Holders
Q2 2022	51,920	$13.3M	2.7%	+196+0.4%	Added	Holders
Q1 2022	51,724	$15.9M	2.6%	+1,265+2.5%	Added	Holders
Q4 2021	50,459	$17.0M	2.6%	+3,067+6.5%	Added	Holders
Q3 2021	47,392	$13.4M	2.2%	−259−0.5%	Reduced	Holders
Q2 2021	47,651	$12.9M	2.2%	+74+0.2%	Added	Holders
Q1 2021	47,577	$11.2M	2.2%	–	–	Holders

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