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waypoint wealth counsel

SEC CIK
0001807909
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by waypoint wealth counsel, 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)
14,395
Value
$5.37M
% of portfolio
3.4%
Quarters held
15
Since Q4 2022
Holdings of MSFT by waypoint wealth counsel, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,395$5.37M3.4%−507−3.4%ReducedHolders
Q1 202614,902$5.52M2.9%−3,257−17.9%ReducedHolders
Q4 202518,159$8.78M3.2%−209−1.1%ReducedHolders
Q3 202518,368$9.51M3.8%+210+1.2%AddedHolders
Q2 202518,158$9.03M4.5%+1,395+8.3%AddedHolders
Q1 202516,763$6.29M4.0%+531+3.3%AddedHolders
Q4 202416,232$6.84M4.5%+338+2.1%AddedHolders
Q3 202415,894$6.84M4.6%+696+4.6%AddedHolders
Q2 202415,198$6.79M5.2%+135+0.9%AddedHolders
Q1 202415,063$6.34M4.9%+172+1.2%AddedHolders
Q4 202314,891$5.60M4.8%−117−0.8%ReducedHolders
Q3 202315,008$4.74M4.5%+156+1.1%AddedHolders
Q2 202314,852$5.06M4.5%−1,774−10.7%ReducedHolders
Q1 202316,626$4.79M3.7%+250+1.5%AddedHolders
Q4 202216,376$3.93M3.2%–No prior filingHolders