Skip to main content

Stony Point Wealth Management Inc.

SEC CIK
0001731359
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Stony Point Wealth Management 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)
26,083
Value
$9.73M
% of portfolio
3.4%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Stony Point Wealth Management Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,083$9.73M3.4%−4,822−15.6%ReducedHolders
Q1 202630,905$11.4M4.5%+1,291+4.4%AddedHolders
Q4 202529,614$14.3M5.4%+1,054+3.7%AddedHolders
Q3 202528,560$14.8M6.0%−3,049−9.6%ReducedHolders
Q2 202531,609$15.7M6.7%+825+2.7%AddedHolders
Q1 202530,784$11.6M4.9%+366+1.2%AddedHolders
Q4 202430,418$12.8M5.1%+1,197+4.1%AddedHolders
Q3 202429,221$12.6M5.3%+96+0.3%AddedHolders
Q2 202429,125$13.0M5.6%+724+2.5%AddedHolders
Q1 202428,401$11.9M5.2%−2,031−6.7%ReducedHolders
Q4 202330,432$11.4M5.3%−1,299−4.1%ReducedHolders
Q3 202331,731$10.5M5.4%−1,406−4.2%ReducedHolders
Q2 202333,137$11.3M5.6%−4,468−11.9%ReducedHolders
Q1 202337,605$10.8M5.6%−2,753−6.8%ReducedHolders
Q4 202240,358$9.68M5.3%+25,420+170.2%AddedHolders
Q3 202214,938$3.48M2.6%+2,413+19.3%AddedHolders
Q2 202212,525$3.22M2.1%+231+1.9%AddedHolders
Q1 202212,294$3.79M2.0%+641+5.5%AddedHolders
Q4 202111,653$3.92M2.1%−410−3.4%ReducedHolders
Q3 202112,063$3.40M2.0%−529−4.2%ReducedHolders
Q2 202112,592$3.41M2.2%+80+0.6%AddedHolders
Q1 202112,512$2.95M2.1%––Holders

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