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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by SkyOak Wealth, 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)
14,876
Value
$5.55M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of MSFT by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,876$5.55M0.9%−1,329−8.2%ReducedHolders
Q1 202616,205$6.00M1.1%+2,418+17.5%AddedHolders
Q4 202513,787$6.67M1.2%+3,027+28.1%AddedHolders
Q3 202510,760$5.57M1.1%−8−0.1%ReducedHolders
Q2 202510,768$5.36M1.1%−5,208−32.6%ReducedHolders
Q1 202515,976$6.00M1.3%+577+3.7%AddedHolders
Q4 202415,399$6.49M1.4%−748−4.6%ReducedHolders
Q3 202416,147$6.95M1.5%+486+3.1%AddedHolders
Q2 202415,661$7.00M1.6%−555−3.4%ReducedHolders
Q1 202416,216$6.82M1.6%−598−3.6%ReducedHolders
Q4 202316,814$6.32M1.6%−530−3.1%ReducedHolders
Q3 202317,344$5.48M1.6%+366+2.2%AddedHolders
Q2 202316,978$5.78M1.6%+553+3.4%AddedHolders
Q1 202316,425$4.74M1.4%−731−4.3%ReducedHolders
Q4 202217,156$4.11M1.4%+1,020+6.3%AddedHolders
Q3 202216,136$3.76M1.3%+435+2.8%AddedHolders
Q2 202215,701$4.03M1.4%−1,388−8.1%ReducedHolders
Q1 202217,089$5.27M1.5%+767+4.7%AddedHolders
Q4 202116,322$5.49M1.4%−129−0.8%ReducedHolders
Q3 202116,451$4.64M1.2%+27+0.2%AddedHolders
Q2 202116,424$4.45M1.2%+234+1.4%AddedHolders
Q1 202116,190$4.12M1.1%––Holders

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