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WT Wealth Management

SEC CIK
0001780507
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by WT Wealth Management, 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)
15,582
Value
$5.81M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by WT Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,582$5.81M1.6%+3,578+29.8%AddedHolders
Q1 202612,004$4.44M1.3%−6,773−36.1%ReducedHolders
Q4 202518,777$9.08M2.6%−317−1.7%ReducedHolders
Q3 202519,094$9.89M2.8%−317−1.6%ReducedHolders
Q2 202519,411$9.65M2.9%−1,674−7.9%ReducedHolders
Q1 202521,085$7.92M2.6%−2,295−9.8%ReducedHolders
Q4 202423,380$9.85M3.1%+779+3.4%AddedHolders
Q3 202422,601$9.45M3.0%+496+2.2%AddedHolders
Q2 202422,105$9.88M3.4%+798+3.7%AddedHolders
Q1 202421,307$8.96M3.2%+2,832+15.3%AddedHolders
Q4 202318,475$6.95M2.7%+5,984+47.9%AddedHolders
Q3 202312,491$3.94M1.7%+2,140+20.7%AddedHolders
Q2 202310,351$3.52M1.5%−2,982−22.4%ReducedHolders
Q1 202313,333$3.84M1.7%+867+7.0%AddedHolders
Q4 202212,466$2.99M1.5%−6,520−34.3%ReducedHolders
Q3 202218,986$4.42M2.2%+4,785+33.7%AddedHolders
Q2 202214,201$3.65M1.8%−620−4.2%ReducedHolders
Q1 202214,821$4.57M1.8%+145+1.0%AddedHolders
Q4 202114,676$4.94M1.8%−545−3.6%ReducedHolders
Q3 202115,221$4.29M1.7%+441+3.0%AddedHolders
Q2 202114,780$4.00M1.6%+997+7.2%AddedHolders
Q1 202113,783$3.25M1.5%––Holders

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