Keebeck Wealth Management, LLC

SEC CIK: 0001803675
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Keebeck 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 overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 49,298
Value: $18.4M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Keebeck Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,298	$18.4M	1.8%	+2,459+5.2%	Added	Holders
Q1 2026	46,839	$17.3M	2.0%	+2,290+5.1%	Added	Holders
Q4 2025	44,549	$21.5M	2.5%	+1,548+3.6%	Added	Holders
Q3 2025	43,001	$22.3M	2.6%	−150−0.3%	Reduced	Holders
Q2 2025	43,151	$21.5M	2.8%	+1,169+2.8%	Added	Holders
Q1 2025	41,982	$15.8M	2.3%	−847−2.0%	Reduced	Holders
Q4 2024	42,829	$18.1M	2.6%	−180.0%	Reduced	Holders
Q3 2024	42,847	$18.4M	2.7%	+1,487+3.6%	Added	Holders
Q2 2024	41,360	$18.5M	2.7%	−606−1.4%	Reduced	Holders
Q1 2024	41,966	$17.7M	2.6%	−1,360−3.1%	Reduced	Holders
Q4 2023	43,326	$16.3M	2.7%	+809+1.9%	Added	Holders
Q3 2023	42,517	$13.4M	2.3%	+274+0.6%	Added	Holders
Q2 2023	42,243	$14.4M	2.0%	+6,473+18.1%	Added	Holders
Q1 2023	35,770	$10.3M	1.7%	−792−2.2%	Reduced	Holders
Q4 2022	36,562	$8.77M	1.5%	−10,211−21.8%	Reduced	Holders
Q3 2022	46,773	$10.9M	2.1%	+3,495+8.1%	Added	Holders
Q2 2022	43,278	$11.1M	2.1%	−6,598−13.2%	Reduced	Holders
Q1 2022	49,876	$15.4M	2.5%	+4,191+9.2%	Added	Holders
Q4 2021	45,685	$15.4M	2.7%	+1,010+2.3%	Added	Holders
Q3 2021	44,675	$12.6M	2.5%	−2,733−5.8%	Reduced	Holders
Q2 2021	47,408	$12.8M	1.9%	+2,685+6.0%	Added	Holders
Q1 2021	44,723	$10.5M	1.6%	–	–	Holders

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