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Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Client 1st Advisory 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)
6,487
Value
$2.42M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,487$2.42M0.6%+671+11.5%AddedHolders
Q1 20265,816$2.15M0.7%+332+6.1%AddedHolders
Q4 20255,484$2.65M0.8%+1,574+40.3%AddedHolders
Q3 20253,910$2.03M0.7%+489+14.3%AddedHolders
Q2 20253,421$1.70M0.6%−52−1.5%ReducedHolders
Q1 20253,473$1.30M0.5%+565+19.4%AddedHolders
Q4 20242,908$1.23M0.5%+194+7.1%AddedHolders
Q3 20242,714$1.17M0.5%+270+11.0%AddedHolders
Q2 20242,444$1.09M0.5%+154+6.7%AddedHolders
Q1 20242,290$963.6K0.4%+260+12.8%AddedHolders
Q4 20232,030$763.5K0.4%+313+18.2%AddedHolders
Q3 20231,717$542.3K0.3%−23−1.3%ReducedHolders
Q2 20231,740$592.7K0.3%+38+2.2%AddedHolders
Q1 20231,702$490.8K0.3%−1,054−38.2%ReducedHolders
Q4 20222,756$661.0K0.4%00.0%UnchangedHolders
Q3 20222,756$642.0K0.4%00.0%UnchangedHolders
Q2 20222,756$708.0K0.4%+103+3.9%AddedHolders
Q1 20222,653$818.0K0.4%+1,061+66.6%AddedHolders
Q4 20211,592$536.0K0.3%−207−11.5%ReducedHolders
Q3 20211,799$507.0K0.3%+389+27.6%AddedHolders
Q2 20211,410$382.0K0.2%00.0%UnchangedHolders
Q1 20211,410$332.0K0.2%––Holders

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