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Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Howard 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)
4,207
Value
$1.57M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,207$1.57M0.6%+87+2.1%AddedHolders
Q1 20264,120$1.53M0.6%+765+22.8%AddedHolders
Q4 20253,355$1.62M0.7%−63−1.8%ReducedHolders
Q3 20253,418$1.77M0.8%−52−1.5%ReducedHolders
Q2 20253,470$1.73M0.9%−47−1.3%ReducedHolders
Q1 20253,517$1.32M0.7%−46−1.3%ReducedHolders
Q4 20243,563$1.50M0.8%+32+0.9%AddedHolders
Q3 20243,531$1.52M0.9%−12−0.3%ReducedHolders
Q2 20243,543$1.58M1.2%+25+0.7%AddedHolders
Q1 20243,518$1.48M1.2%+528+17.7%AddedHolders
Q4 20232,990$1.12M0.9%−225−7.0%ReducedHolders
Q3 20233,215$1.02M0.9%−23−0.7%ReducedHolders
Q2 20233,238$1.10M1.0%−84−2.5%ReducedHolders
Q1 20233,322$957.7K0.8%−120−3.5%ReducedHolders
Q4 20223,442$825.5K0.7%−81−2.3%ReducedHolders
Q3 20223,523$820.0K0.6%+2,013+133.3%AddedHolders
Q2 20221,510$387.0K0.4%−1,960−56.5%ReducedHolders
Q1 20223,470$1.07M0.6%−7−0.2%ReducedHolders
Q4 20213,477$1.17M0.6%−70−2.0%ReducedHolders
Q3 20213,547$999.0K0.6%+7+0.2%AddedHolders
Q2 20213,540$958.0K0.5%−461−11.5%ReducedHolders
Q1 20214,001$943.0K0.6%––Holders

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