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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Liberty 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)
19,425
Value
$7.19M
% of portfolio
0.9%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,425$7.19M0.9%00.0%UnchangedHolders
Q1 202619,425$7.19M0.9%+63+0.3%AddedHolders
Q4 202519,362$9.36M1.2%−197−1.0%ReducedHolders
Q3 202519,559$10.1M1.4%+203+1.0%AddedHolders
Q2 202519,356$9.63M1.5%+399+2.1%AddedHolders
Q1 202518,957$7.12M1.4%+35+0.2%AddedHolders
Q4 202418,922$7.98M1.3%+295+1.6%AddedHolders
Q3 202418,627$8.02M1.4%−104,663−84.9%ReducedHolders
Q2 2024123,290$8.13M1.5%+105,538+594.5%AddedHolders
Q1 202417,752$7.47M1.5%+212+1.2%AddedHolders
Q4 202317,540$6.60M1.4%+396+2.3%AddedHolders
Q3 202317,144$5.41M1.3%+114+0.7%AddedHolders
Q2 202317,030$5.80M1.4%−2,490−12.8%ReducedHolders
Q1 202319,520$5.60M1.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202216,481$3.84M1.0%+1,664+11.2%AddedHolders
Q2 202214,817$3.81M1.5%−866−5.5%ReducedHolders
Q1 202215,683$4.81M1.7%+340+2.2%AddedHolders
Q4 202115,343$5.16M2.0%−78−0.5%ReducedHolders
Q3 202115,421$4.38M1.6%−5,683−26.9%ReducedHolders
Q2 202121,104$5.72M2.2%−2,301−9.8%ReducedHolders
Q1 202123,405$5.61M2.7%––Holders

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