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Apella Capital, LLC

SEC CIK
0001801507
Latest filing
Jul 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Apella Capital, 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)
121,343
Value
$47.2M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Apella Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,343$47.2M0.7%−200.0%ReducedHolders
Q1 2026121,363$51.3M0.8%+18,735+18.3%AddedHolders
Q4 2025102,628$49.6M1.0%+18,885+22.6%AddedHolders
Q3 202583,743$42.8M1.0%+3,922+4.9%AddedHolders
Q2 202579,821$39.7M1.1%+1,068+1.4%AddedHolders
Q1 202578,753$30.8M1.1%+6,363+8.8%AddedHolders
Q4 202472,390$30.5M1.2%−579−0.8%ReducedHolders
Q3 202472,969$30.4M1.3%+2,483+3.5%AddedHolders
Q2 202470,486$32.4M1.4%+20,602+41.3%AddedHolders
Q1 202449,884$21.3M1.1%−10,592−17.5%ReducedHolders
Q4 202360,476$22.3M1.2%−1,002−1.6%ReducedHolders
Q3 202361,478$19.4M1.4%+2,375+4.0%AddedHolders
Q2 202359,103$20.1M1.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202251,883$12.4M1.1%+3,318+6.8%AddedHolders
Q3 202248,565$11.3M1.3%+771+1.6%AddedHolders
Q2 202247,794$12.3M1.5%+6,751+16.4%AddedHolders
Q1 202241,043$12.7M1.8%+5,397+15.1%AddedHolders
Q4 202135,646$12.0M1.5%+2,014+6.0%AddedHolders
Q3 202133,632$9.48M1.4%+222+0.7%AddedHolders
Q2 202133,410$9.05M1.5%+22,622+209.7%AddedHolders
Q1 202110,788$2.54M0.8%––Holders

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