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QP Wealth Management, LLC

SEC CIK
0001802496
Latest filing
Jul 20, 2026

MSFT holding history

Microsoft Corp in every 13F filed by QP Wealth Management, 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)
3,860
Value
$1.44M
% of portfolio
2.1%
Quarters held
14
Since Q1 2021
Holdings of MSFT by QP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,860$1.44M2.1%+441+12.9%AddedHolders
Q1 20263,419$1.27M2.2%−6,049−63.9%ReducedHolders
Q4 20259,468$4.58M4.0%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 20235,598$1.77M3.1%−1,801−24.3%ReducedHolders
Q2 20237,399$2.52M4.0%−1,108−13.0%ReducedHolders
Q1 20238,507$2.45M4.0%−442−4.9%ReducedHolders
Q4 20228,949$2.15M3.3%−1,295−12.6%ReducedHolders
Q3 202210,244$2.43M3.5%+138+1.4%AddedHolders
Q2 202210,106$2.60M3.6%−130−1.3%ReducedHolders
Q1 202210,236$3.16M3.5%−101−1.0%ReducedHolders
Q4 202110,337$3.48M3.7%−90−0.9%ReducedHolders
Q3 202110,427$2.94M3.2%−153−1.4%ReducedHolders
Q2 202110,580$2.87M2.9%−512−4.6%ReducedHolders
Q1 202111,092$2.62M2.8%––Holders

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