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Livermore
Livermore
ZHEN

Sanchez Wealth Management Group

SEC CIK
0001697740
Latest filing
Jul 27, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sanchez Wealth Management Group, 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)
7,074
Value
$2.64M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Sanchez Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,074$2.64M0.5%+180+2.6%AddedHolders
Q1 20266,894$2.55M0.6%+141+2.1%AddedHolders
Q4 20256,753$3.27M0.7%+695+11.5%AddedHolders
Q3 20256,058$3.14M0.7%−5−0.1%ReducedHolders
Q2 20256,063$3.02M0.7%−3,075−33.7%ReducedHolders
Q1 20259,138$3.43M0.9%+129+1.4%AddedHolders
Q4 20249,009$3.80M1.0%+8,082+871.8%AddedHolders
Q3 2024927$398.7K0.1%+12+1.3%AddedHolders
Q2 2024915$408.9K0.1%+10+1.1%AddedHolders
Q1 2024905$380.8K0.1%+1+0.1%AddedHolders
Q4 2023904$340.0K0.1%−90−9.1%ReducedHolders
Q3 2023994$313.9K0.1%+92+10.2%AddedHolders
Q2 2023902$307.3K0.1%00.0%UnchangedHolders
Q1 2023902$260.0K0.1%+1+0.1%AddedHolders
Q4 2022901$216.1K0.1%+1+0.1%AddedHolders
Q3 2022900$210.0K0.1%00.0%UnchangedHolders
Q2 2022900$231.0K0.1%−43−4.6%ReducedHolders
Q1 2022943$291.0K0.1%+1+0.1%AddedHolders
Q4 2021942$317.0K0.1%00.0%UnchangedHolders
Q3 2021942$266.0K0.1%+1+0.1%AddedHolders
Q2 2021941$255.0K0.1%+44+4.9%AddedHolders
Q1 2021897$211.0K0.1%––Holders

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