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Livermore
Livermore
ZHEN

Pinnacle Wealth Planning Services, Inc.

SEC CIK
0001726752
Latest filing
Aug 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Pinnacle Wealth Planning Services, Inc., 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)
35,440
Value
$13.2M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Pinnacle Wealth Planning Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,440$13.2M1.3%−1,031−2.8%ReducedHolders
Q1 202636,471$13.5M1.4%−2,156−5.6%ReducedHolders
Q4 202538,627$18.7M2.0%−860−2.2%ReducedHolders
Q3 202539,487$20.5M2.4%+864+2.2%AddedHolders
Q2 202538,623$19.2M2.5%+4,750+14.0%AddedHolders
Q1 202533,873$12.7M1.9%+943+2.9%AddedHolders
Q4 202432,930$13.9M2.1%−10,685−24.5%ReducedHolders
Q3 202443,615$18.8M2.5%+655+1.5%AddedHolders
Q2 202442,960$19.2M2.7%−311−0.7%ReducedHolders
Q1 202443,271$18.2M2.7%+322+0.7%AddedHolders
Q4 202342,949$16.2M2.5%−485−1.1%ReducedHolders
Q3 202343,434$13.7M2.3%+59+0.1%AddedHolders
Q2 202343,375$14.8M2.4%−433−1.0%ReducedHolders
Q1 202343,808$12.6M2.1%+620+1.4%AddedHolders
Q4 202243,188$10.4M1.8%+1,097+2.6%AddedHolders
Q3 202242,091$9.80M1.8%−285−0.7%ReducedHolders
Q2 202242,376$10.9M2.0%+2,955+7.5%AddedHolders
Q1 202239,421$12.2M2.2%+1,170+3.1%AddedHolders
Q4 202138,251$12.9M2.6%+2,425+6.8%AddedHolders
Q3 202135,826$10.1M2.2%+627+1.8%AddedHolders
Q2 202135,199$9.54M2.3%00.0%UnchangedHolders
Q1 202135,199$8.30M2.1%––Holders

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