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LifeSteps Financial, Inc.

SEC CIK
0001801373
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by LifeSteps Financial, 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)
14,179
Value
$5.29M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by LifeSteps Financial, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,179$5.29M2.5%−79−0.6%ReducedHolders
Q1 202614,258$5.28M3.3%+330+2.4%AddedHolders
Q4 202513,928$6.74M4.3%+11+0.1%AddedHolders
Q3 202513,917$7.21M4.6%−35−0.3%ReducedHolders
Q2 202513,952$6.94M4.8%+259+1.9%AddedHolders
Q1 202513,693$5.14M4.2%−481−3.4%ReducedHolders
Q4 202414,174$5.97M4.6%+436+3.2%AddedHolders
Q3 202413,738$5.91M4.6%+120+0.9%AddedHolders
Q2 202413,618$6.09M5.0%−154−1.1%ReducedHolders
Q1 202413,772$5.79M4.4%+12+0.1%AddedHolders
Q4 202313,760$5.17M4.6%+95+0.7%AddedHolders
Q3 202313,665$4.31M4.4%+186+1.4%AddedHolders
Q2 202313,479$4.59M4.5%+179+1.3%AddedHolders
Q1 202313,300$3.83M4.1%−545−3.9%ReducedHolders
Q4 202213,845$3.32M3.5%+261+1.9%AddedHolders
Q3 202213,584$3.16M3.6%+1,260+10.2%AddedHolders
Q2 202212,324$3.17M3.3%−143−1.1%ReducedHolders
Q1 202212,467$3.84M2.8%−707−5.4%ReducedHolders
Q4 202113,174$4.43M3.1%−1,750−11.7%ReducedHolders
Q3 202114,924$4.21M3.2%−27−0.2%ReducedHolders
Q2 202114,951$4.05M3.1%+879+6.2%AddedHolders
Q1 202114,072$3.32M2.8%––Holders

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