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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sofos Investments, 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 Q1 2026 holdings

Shares (Q1 2026)
24,171
Value
$6.36M
% of portfolio
1.1%
Quarters held
18
Since Q1 2021
Holdings of MSFT by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202624,171$6.36M1.1%+957+4.1%AddedHolders
Q4 202523,214$7.85M1.5%+592+2.6%AddedHolders
Q3 202522,622$8.10M1.6%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202520,289$5.00M1.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202420,082$5.85M1.5%−19,579−49.4%ReducedHolders
Q1 202439,661$10.2M1.4%+19,871+100.4%AddedHolders
Q4 202319,790$4.82M1.4%−297,163−93.8%ReducedHolders
Q3 2023316,953$97.4M1.8%+308,329+3,575.2%AddedHolders
Q2 20238,624$32.5K0.1%+20+0.2%AddedHolders
Q1 20238,604$3.82K0.2%+6,326+277.7%AddedHolders
Q4 20222,278$27.1K0.3%−2,566−53.0%ReducedHolders
Q3 20224,844$1.60M0.2%−6,435−57.1%ReducedHolders
Q2 202211,279$2.90M0.3%+5,112+82.9%AddedHolders
Q1 20226,167$1.78M0.1%−12,574−67.1%ReducedHolders
Q4 202118,741$14.7M1.2%+14,081+302.2%AddedHolders
Q3 20214,660$1.58M1.2%−5,747−55.2%ReducedHolders
Q2 202110,407$3.08M1.4%+855+9.0%AddedHolders
Q1 20219,552$9.97K0.2%––Holders

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