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SilverOak Wealth Management LLC

SEC CIK
0001764766
Latest filing
Jul 29, 2026

MSFT holding history

Microsoft Corp in every 13F filed by SilverOak 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)
4,788
Value
$1.79M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of MSFT by SilverOak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,788$1.79M0.2%+735+18.1%AddedHolders
Q1 20264,053$1.50M0.2%−358−8.1%ReducedHolders
Q4 20254,411$2.13M0.3%00.0%UnchangedHolders
Q3 20254,411$2.28M0.4%−442−9.1%ReducedHolders
Q2 20254,853$2.41M0.5%+1,121+30.0%AddedHolders
Q1 20253,732$1.40M0.3%+33+0.9%AddedHolders
Q4 20243,699$1.56M0.3%+13+0.4%AddedHolders
Q3 20243,686$1.59M0.4%00.0%UnchangedHolders
Q2 20243,686$1.65M0.4%+33+0.9%AddedHolders
Q1 20243,653$1.54M0.4%+180+5.2%AddedHolders
Q4 20233,473$1.31M0.4%–No prior filingHolders