Skip to main content

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Cypress Wealth Services, 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)
25,579
Value
$9.54M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,579$9.54M1.2%−113−0.4%ReducedHolders
Q1 202625,692$9.51M1.3%+367+1.4%AddedHolders
Q4 202525,325$12.2M1.7%+8,398+49.6%AddedHolders
Q3 202516,927$8.77M1.4%+193+1.2%AddedHolders
Q2 202516,734$8.32M1.5%+2,290+15.9%AddedHolders
Q1 202514,444$5.42M1.1%+133+0.9%AddedHolders
Q4 202414,311$6.03M1.2%+2,020+16.4%AddedHolders
Q3 202412,291$5.29M1.1%+589+5.0%AddedHolders
Q2 202411,702$5.23M1.2%+503+4.5%AddedHolders
Q1 202411,199$4.71M1.1%+1,338+13.6%AddedHolders
Q4 20239,861$3.71M0.9%+188+1.9%AddedHolders
Q3 20239,673$3.05M0.8%−173−1.8%ReducedHolders
Q2 20239,846$3.40M0.9%+1,226+14.2%AddedHolders
Q1 20238,620$2.49M0.7%−183−2.1%ReducedHolders
Q4 20228,803$2.11M0.7%+579+7.0%AddedHolders
Q3 20228,224$1.93M0.7%−541−6.2%ReducedHolders
Q2 20228,765$2.25M0.7%−2,541−22.5%ReducedHolders
Q1 202211,306$3.49M1.0%−82−0.7%ReducedHolders
Q4 202111,388$3.83M1.0%+124+1.1%AddedHolders
Q3 202111,264$3.17M1.0%−3,486−23.6%ReducedHolders
Q2 202114,750$4.00M1.1%−13,878−48.5%ReducedHolders
Q1 202128,628$6.75M1.4%––Holders

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