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Wolff Financial Management LLC

SEC CIK
0001767940
Latest filing
Jul 16, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Wolff Financial 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)
7,792
Value
$2.91M
% of portfolio
0.6%
Quarters held
18
Since Q1 2021
Holdings of MSFT by Wolff Financial Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,792$2.91M0.6%+1,299+20.0%AddedHolders
Q1 20266,493$2.40M0.5%+10.0%AddedHolders
Q4 20256,492$3.14M0.7%+10.0%AddedHolders
Q3 20256,491$3.36M0.8%+11+0.2%AddedHolders
Q2 20256,480$3.22M0.8%+104+1.6%AddedHolders
Q1 20256,376$2.39M0.7%+10.0%AddedHolders
Q4 20246,375$2.69M0.7%−326−4.9%ReducedHolders
Q3 20246,701$2.88M0.8%+6,701NewHolders
Q2 20240$00.0%−6,852−100.0%Sold outHolders
Q1 20246,852$2.88M0.8%+547+8.7%AddedHolders
Q4 20236,305$2.37M0.7%−279−4.2%ReducedHolders
Q3 20236,584$2.08M0.7%+6,584NewHolders
Q2 20230$00.0%−6,747−100.0%Sold outHolders
Q1 20236,747$1.95M0.7%−92−1.3%ReducedHolders
Q4 20226,839$1.64M0.6%−234−3.3%ReducedHolders
Q3 20227,073$1.65M0.8%+285+4.2%AddedHolders
Q2 20226,788$1.74M0.8%−69−1.0%ReducedHolders
Q1 20226,857$2.11M0.8%−10.0%ReducedHolders
Q4 20216,858$2.31M0.9%+6,858NewHolders
Q2 2021––––Not filedHolders
Q1 20216,803$1.60M0.7%––Holders

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