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Livermore
Livermore
ZHEN

Garrett Wealth Advisory Group, LLC

SEC CIK
0001729443
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Garrett Wealth Advisory Group, 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)
10,037
Value
$3.74M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Garrett Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,037$3.74M0.6%+304+3.1%AddedHolders
Q1 20269,733$3.60M0.6%+3,118+47.1%AddedHolders
Q4 20256,615$3.20M0.6%+718+12.2%AddedHolders
Q3 20255,897$3.05M0.6%−19−0.3%ReducedHolders
Q2 20255,916$2.94M0.6%+44+0.7%AddedHolders
Q1 20255,872$2.20M0.5%+1,842+45.7%AddedHolders
Q4 20244,030$1.70M0.4%+661+19.6%AddedHolders
Q3 20243,369$1.45M0.4%+291+9.5%AddedHolders
Q2 20243,078$1.38M0.5%+1,379+81.2%AddedHolders
Q1 20241,699$714.6K0.3%−82−4.6%ReducedHolders
Q4 20231,781$669.7K0.3%+158+9.7%AddedHolders
Q3 20231,623$512.5K0.2%+176+12.2%AddedHolders
Q2 20231,447$492.8K0.2%+7+0.5%AddedHolders
Q1 20231,440$415.2K0.2%+1+0.1%AddedHolders
Q4 20221,439$345.1K0.2%+376+35.4%AddedHolders
Q3 20221,063$248.0K0.1%−18−1.7%ReducedHolders
Q2 20221,081$278.0K0.2%00.0%UnchangedHolders
Q1 20221,081$333.0K0.2%+1+0.1%AddedHolders
Q4 20211,080$363.0K0.2%+144+15.4%AddedHolders
Q3 2021936$264.0K0.2%+48+5.4%AddedHolders
Q2 2021888$240.0K0.2%−104−10.5%ReducedHolders
Q1 2021992$234.0K0.2%––Holders

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