Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Procyon Private Wealth Partners, 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): 74,536
Value: $27.8M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	74,536	$27.8M	1.2%	−4,726−6.0%	Reduced	Holders
Q1 2026	79,262	$29.3M	1.4%	+1,659+2.1%	Added	Holders
Q4 2025	77,603	$37.5M	1.9%	+8,340+12.0%	Added	Holders
Q3 2025	69,263	$35.9M	2.1%	−2,606−3.6%	Reduced	Holders
Q2 2025	71,869	$35.7M	3.4%	−65,521−47.7%	Reduced	Holders
Q1 2025	137,390	$51.6M	3.1%	+14,415+11.7%	Added	Holders
Q4 2024	122,975	$51.8M	3.3%	+954+0.8%	Added	Holders
Q3 2024	122,021	$52.5M	3.6%	+3,708+3.1%	Added	Holders
Q2 2024	118,313	$52.9M	3.9%	−3,002−2.5%	Reduced	Holders
Q1 2024	121,315	$51.0M	4.0%	+5,134+4.4%	Added	Holders
Q4 2023	116,181	$43.7M	3.7%	+12,780+12.4%	Added	Holders
Q3 2023	103,401	$32.6M	3.3%	+34,363+49.8%	Added	Holders
Q2 2023	69,038	$23.5M	3.0%	+19,944+40.6%	Added	Holders
Q1 2023	49,094	$14.2M	2.4%	+74+0.2%	Added	Holders
Q4 2022	49,020	$11.8M	2.2%	+12,933+35.8%	Added	Holders
Q3 2022	36,087	$8.40M	2.1%	−226−0.6%	Reduced	Holders
Q2 2022	36,313	$9.33M	2.1%	−426−1.2%	Reduced	Holders
Q1 2022	36,739	$11.3M	2.4%	+1,199+3.4%	Added	Holders
Q4 2021	35,540	$12.0M	2.5%	+2,699+8.2%	Added	Holders
Q3 2021	32,841	$9.26M	2.4%	+1,846+6.0%	Added	Holders
Q2 2021	30,995	$8.40M	2.3%	+3,848+14.2%	Added	Holders
Q1 2021	27,147	$6.40M	2.9%	–	–	Holders

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