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Livermore
Livermore
ZHEN

Soltis Investment Advisors LLC

SEC CIK
0001802530
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Soltis Investment 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)
226,152
Value
$84.4M
% of portfolio
4.9%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Soltis Investment Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026226,152$84.4M4.9%−1030.0%ReducedHolders
Q1 2026226,255$83.8M5.4%+4,682+2.1%AddedHolders
Q4 2025221,573$107.2M7.1%+24,853+12.6%AddedHolders
Q3 2025196,720$101.9M7.0%−1,284−0.6%ReducedHolders
Q2 2025198,004$98.5M7.7%+16,774+9.3%AddedHolders
Q1 2025181,230$68.0M6.1%+16,930+10.3%AddedHolders
Q4 2024164,300$69.3M6.4%+18,010+12.3%AddedHolders
Q3 2024146,290$62.9M6.2%+5,817+4.1%AddedHolders
Q2 2024140,473$62.8M6.6%+10,298+7.9%AddedHolders
Q1 2024130,175$54.8M6.1%+15,121+13.1%AddedHolders
Q4 2023115,054$43.3M4.9%−1,417−1.2%ReducedHolders
Q3 2023116,471$36.8M4.7%+3,367+3.0%AddedHolders
Q2 2023113,104$38.5M4.5%+10,680+10.4%AddedHolders
Q1 2023102,424$29.5M3.8%+31,508+44.4%AddedHolders
Q4 202270,916$17.0M2.2%+5,317+8.1%AddedHolders
Q3 202265,599$15.3M2.3%+21,054+47.3%AddedHolders
Q2 202244,545$11.4M1.7%−2,789−5.9%ReducedHolders
Q1 202247,334$14.6M2.0%+2,734+6.1%AddedHolders
Q4 202144,600$15.0M2.1%+3,195+7.7%AddedHolders
Q3 202141,405$11.7M1.8%−4,206−9.2%ReducedHolders
Q2 202145,611$12.4M2.0%+10,562+30.1%AddedHolders
Q1 202135,049$8.26M1.5%––Holders

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