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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by RMR Wealth Builders, 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)
57,470
Value
$21.4M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,470$21.4M1.3%+3,841+7.2%AddedHolders
Q1 202653,629$19.9M1.6%+2,368+4.6%AddedHolders
Q4 202551,261$24.8M2.0%+1,053+2.1%AddedHolders
Q3 202550,208$26.0M2.2%−622−1.2%ReducedHolders
Q2 202550,830$25.3M2.3%+1,977+4.0%AddedHolders
Q1 202548,853$18.3M1.9%−805−1.6%ReducedHolders
Q4 202449,658$20.9M2.2%+1,739+3.6%AddedHolders
Q3 202447,919$20.6M2.2%+354+0.7%AddedHolders
Q2 202447,565$21.3M2.4%+171+0.4%AddedHolders
Q1 202447,394$19.9M2.4%+2,193+4.9%AddedHolders
Q4 202345,201$17.0M2.4%−638−1.4%ReducedHolders
Q3 202345,839$14.5M2.3%+3,568+8.4%AddedHolders
Q2 202342,271$14.4M2.4%+1,219+3.0%AddedHolders
Q1 202341,052$11.8M2.3%+6,523+18.9%AddedHolders
Q4 202234,529$8.28M1.9%−621−1.8%ReducedHolders
Q3 202235,150$8.19M2.0%+2,894+9.0%AddedHolders
Q2 202232,256$8.28M2.1%−3,105−8.8%ReducedHolders
Q1 202235,361$10.9M2.3%+24,366+221.6%AddedHolders
Q4 202110,995$3.70M1.1%−29,143−72.6%ReducedHolders
Q3 202140,138$11.3M3.3%+569+1.4%AddedHolders
Q2 202139,569$10.7M3.5%−5,829−12.8%ReducedHolders
Q1 202145,398$10.7M2.8%––Holders

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