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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Signature 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 Q1 2026 holdings

Shares (Q1 2026)
16,362
Value
$6.06M
% of portfolio
2.3%
Quarters held
20
Since Q1 2021
Holdings of MSFT by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202616,362$6.06M2.3%+4,536+38.4%AddedHolders
Q4 202511,826$5.72M2.3%+246+2.1%AddedHolders
Q3 202511,580$6.00M2.3%−90−0.8%ReducedHolders
Q2 202511,670$5.80M2.3%−61−0.5%ReducedHolders
Q1 202511,731$4.40M1.7%−110−0.9%ReducedHolders
Q4 202411,841$4.99M2.0%+1,319+12.5%AddedHolders
Q3 202410,522$4.53M1.8%+42+0.4%AddedHolders
Q2 202410,480$4.68M2.1%+220+2.1%AddedHolders
Q1 202410,260$4.09M1.9%−253−2.4%ReducedHolders
Q4 202310,513$3.95M1.8%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202310,157$3.46M1.6%−1,960−16.2%ReducedHolders
Q1 202312,117$3.49M1.7%−2,535−17.3%ReducedHolders
Q4 202214,652$3.51M1.7%−1,135−7.2%ReducedHolders
Q3 202215,787$3.68M1.9%−710−4.3%ReducedHolders
Q2 202216,497$4.24M2.1%−23−0.1%ReducedHolders
Q1 202216,520$5.09M2.3%+1,951+13.4%AddedHolders
Q4 202114,569$4.90M2.5%+87+0.6%AddedHolders
Q3 202114,482$4.08M2.3%+377+2.7%AddedHolders
Q2 202114,105$3.82M2.1%+651+4.8%AddedHolders
Q1 202113,454$3.17M1.9%––Holders

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