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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Core Wealth Advisors, Inc., 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)
4,663
Value
$1.74M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,663$1.74M0.3%+1,497+47.3%AddedHolders
Q1 20263,166$1.17M0.3%+142+4.7%AddedHolders
Q4 20253,024$1.46M0.4%−258−7.9%ReducedHolders
Q3 20253,282$1.70M0.4%+765+30.4%AddedHolders
Q2 20252,517$1.25M0.4%+408+19.3%AddedHolders
Q1 20252,109$791.8K0.3%+253+13.6%AddedHolders
Q4 20241,856$782.3K0.3%+27+1.5%AddedHolders
Q3 20241,829$786.9K0.3%−19−1.0%ReducedHolders
Q2 20241,848$826.2K0.3%+294+18.9%AddedHolders
Q1 20241,554$653.9K0.2%+138+9.7%AddedHolders
Q4 20231,416$532.5K0.2%+641+82.7%AddedHolders
Q3 2023775$244.7K0.1%+20+2.6%AddedHolders
Q2 2023755$257.1K0.1%−39−4.9%ReducedHolders
Q1 2023794$228.9K0.1%+138+21.0%AddedHolders
Q4 2022656$157.3K0.1%−5,414−89.2%ReducedHolders
Q3 20226,070$1.41M0.8%+369+6.5%AddedHolders
Q2 20225,701$1.46M0.9%+2,286+66.9%AddedHolders
Q1 20223,415$1.05M0.6%+2,359+223.4%AddedHolders
Q4 20211,056$355.0K0.2%−86−7.5%ReducedHolders
Q3 20211,142$322.0K0.2%−47−4.0%ReducedHolders
Q2 20211,189$322.0K0.2%−1,686−58.6%ReducedHolders
Q1 20212,875$678.0K0.6%––Holders

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