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Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Integris Wealth Management, 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)
14,232
Value
$5.31M
% of portfolio
1.1%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,232$5.31M1.1%+871+6.5%AddedHolders
Q1 202613,361$4.95M1.1%−608−4.4%ReducedHolders
Q4 202513,969$6.76M1.5%−785−5.3%ReducedHolders
Q3 202514,754$7.64M1.9%−189−1.3%ReducedHolders
Q2 202514,943$7.43M1.9%+189+1.3%AddedHolders
Q1 202514,754$5.54M1.6%−253−1.7%ReducedHolders
Q4 202415,007$6.33M1.8%+382+2.6%AddedHolders
Q3 202414,625$6.29M1.8%+103+0.7%AddedHolders
Q2 202414,522$6.49M1.9%−202−1.4%ReducedHolders
Q1 202414,724$6.19M1.7%−178−1.2%ReducedHolders
Q4 202314,902$5.60M1.7%−293−1.9%ReducedHolders
Q3 202315,195$4.80M1.6%−213−1.4%ReducedHolders
Q2 202315,408$5.25M1.9%−267−1.7%ReducedHolders
Q1 202315,675$4.52M1.7%−191−1.2%ReducedHolders
Q4 202215,866$3.80M1.5%–No prior filingHolders