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Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Aaron Wealth Advisors, 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)
95,430
Value
$35.6M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,430$35.6M1.8%+2,144+2.3%AddedHolders
Q1 202693,286$34.5M2.0%−13,791−12.9%ReducedHolders
Q4 2025107,077$51.8M2.9%+7,460+7.5%AddedHolders
Q3 202599,617$51.6M3.1%+33,929+51.7%AddedHolders
Q2 202565,688$32.7M3.3%+4,765+7.8%AddedHolders
Q1 202560,923$22.9M2.6%+213+0.4%AddedHolders
Q4 202460,710$25.6M3.0%+1,321+2.2%AddedHolders
Q3 202459,389$25.6M3.0%+5,896+11.0%AddedHolders
Q2 202453,493$23.9M3.3%+1,242+2.4%AddedHolders
Q1 202452,251$22.0M3.2%−393−0.7%ReducedHolders
Q4 202352,644$19.8M3.3%−221,565−80.8%ReducedHolders
Q3 2023274,209$86.6M11.2%+33,586+14.0%AddedHolders
Q2 2023240,623$81.9M10.7%+15,528+6.9%AddedHolders
Q1 2023225,095$64.9M8.9%−10,217−4.3%ReducedHolders
Q4 2022235,312$56.4M8.4%+8,157+3.6%AddedHolders
Q3 2022227,155$52.9M9.8%+153,318+207.6%AddedHolders
Q2 202273,837$19.0M4.8%−20,537,303−99.6%ReducedHolders
Q1 202220,611,140$66.9M1.4%+20,553,188+35,465.9%AddedHolders
Q4 202157,952$19.5M5.4%+3,088+5.6%AddedHolders
Q3 202154,864$15.5M4.4%+1,035+1.9%AddedHolders
Q2 202153,829$14.6M4.8%+544+1.0%AddedHolders
Q1 202153,285$12.6M4.6%––Holders

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