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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by CWS Financial Advisors, 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)
18,324
Value
$6.84M
% of portfolio
1.5%
Quarters held
21
Since Q1 2021
Holdings of MSFT by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,324$6.84M1.5%+121+0.7%AddedHolders
Q1 202618,203$6.74M1.7%+187+1.0%AddedHolders
Q4 202518,016$8.71M2.4%−50.0%ReducedHolders
Q3 202518,021$9.33M2.6%+73+0.4%AddedHolders
Q2 202517,948$8.93M2.6%−1,103−5.8%ReducedHolders
Q1 202519,051$7.15M2.3%+1,524+8.7%AddedHolders
Q4 202417,527$7.39M2.4%+516+3.0%AddedHolders
Q3 202417,011$7.32M2.6%−50.0%ReducedHolders
Q2 202417,016$7.61M3.0%+518+3.1%AddedHolders
Q1 202416,498$6.94M2.8%−3,033−15.5%ReducedHolders
Q4 202319,531$7.34M2.8%−2,110−9.8%ReducedHolders
Q3 202321,641$6.83M2.7%+123+0.6%AddedHolders
Q2 202321,518$7.33M2.8%−243−1.1%ReducedHolders
Q1 202321,761$6.27M2.5%−1,625−6.9%ReducedHolders
Q4 202223,386$5.51M2.4%+1,913+8.9%AddedHolders
Q3 202221,473$5.00M2.4%−69−0.3%ReducedHolders
Q2 202221,542$5.53M2.5%−5,317−19.8%ReducedHolders
Q1 202226,859$8.28M3.1%+28+0.1%AddedHolders
Q4 202126,831$9.02M3.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202123,684$6.42M2.6%+298+1.3%AddedHolders
Q1 202123,386$5.51M2.4%––Holders

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