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HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by HHM Wealth Advisors, 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)
26,765
Value
$9.98M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of MSFT by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,765$9.98M1.0%+1,869+7.5%AddedHolders
Q1 202624,896$9.22M1.1%+952+4.0%AddedHolders
Q4 202523,944$11.6M1.4%+183+0.8%AddedHolders
Q3 202523,761$12.3M1.4%−215−0.9%ReducedHolders
Q2 202523,976$11.9M1.4%−865−3.5%ReducedHolders
Q1 202524,841$9.33M1.3%+379+1.5%AddedHolders
Q4 202424,462$10.3M1.4%+5,385+28.2%AddedHolders
Q3 202419,077$8.21M1.2%+283+1.5%AddedHolders
Q2 202418,794$8.40M1.3%+1,542+8.9%AddedHolders
Q1 202417,252$7.26M1.2%−166−1.0%ReducedHolders
Q4 202317,418$6.55M1.1%+149+0.9%AddedHolders
Q3 202317,269$5.45M1.1%−120−0.7%ReducedHolders
Q2 202317,389$5.92M1.1%+80.0%AddedHolders
Q1 202317,381$5.01M1.0%+435+2.6%AddedHolders
Q4 202216,946$4.06M0.9%+143+0.9%AddedHolders
Q3 202216,803$3.91M1.0%−1,304−7.2%ReducedHolders
Q2 202218,107$4.65M1.2%+605+3.5%AddedHolders
Q1 202217,502$5.40M1.3%+4,907+39.0%AddedHolders
Q4 202112,595$4.24M1.0%+125+1.0%AddedHolders
Q3 202112,470$3.52M1.0%−222−1.7%ReducedHolders
Q2 202112,692$3.44M0.9%+395+3.2%AddedHolders
Q1 202112,297$2.90M0.9%––Holders

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