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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Stonebridge Financial Planning Group, 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)
4,841
Value
$1.81M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,841$1.81M0.6%−427−8.1%ReducedHolders
Q1 20265,268$1.95M0.7%−314−5.6%ReducedHolders
Q4 20255,582$2.70M1.0%+103+1.9%AddedHolders
Q3 20255,479$2.84M1.1%+99+1.8%AddedHolders
Q2 20255,380$2.68M1.1%−336−5.9%ReducedHolders
Q1 20255,716$2.15M1.0%−25−0.4%ReducedHolders
Q4 20245,741$2.42M1.1%+469+8.9%AddedHolders
Q3 20245,272$2.27M1.1%−55−1.0%ReducedHolders
Q2 20245,327$2.38M1.2%+762+16.7%AddedHolders
Q1 20244,565$1.92M1.0%+791+21.0%AddedHolders
Q4 20233,774$1.42M0.8%+874+30.1%AddedHolders
Q3 20232,900$915.7K0.6%+458+18.8%AddedHolders
Q2 20232,442$831.6K0.5%+793+48.1%AddedHolders
Q1 20231,649$475.4K0.3%−201−10.9%ReducedHolders
Q4 20221,850$443.6K0.3%+1+0.1%AddedHolders
Q3 20221,849$431.0K0.3%+582+45.9%AddedHolders
Q2 20221,267$325.0K0.2%−80−5.9%ReducedHolders
Q1 20221,347$415.0K0.2%+30+2.3%AddedHolders
Q4 20211,317$406.0K0.2%00.0%UnchangedHolders
Q3 20211,317$440.0K0.2%00.0%UnchangedHolders
Q2 20211,317$365.0K0.2%−9−0.7%ReducedHolders
Q1 20211,326$339.0K0.2%––Holders

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