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Livermore
Livermore
ZHEN

Act Wealth Management, LLC

SEC CIK
0001814191
Latest filing
Jul 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Act 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 overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
2,539
Value
$947.0K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Act Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,539$947.0K0.3%−5−0.2%ReducedHolders
Q1 20262,544$941.8K0.3%−6−0.2%ReducedHolders
Q4 20252,550$1.23M0.4%−46−1.8%ReducedHolders
Q3 20252,596$1.34M0.5%−141−5.2%ReducedHolders
Q2 20252,737$1.36M0.6%−130−4.5%ReducedHolders
Q1 20252,867$1.08M0.5%−124−4.1%ReducedHolders
Q4 20242,991$1.26M0.6%−4−0.1%ReducedHolders
Q3 20242,995$1.29M0.6%−627−17.3%ReducedHolders
Q2 20243,622$1.62M0.8%+164+4.7%AddedHolders
Q1 20243,458$1.45M0.7%−114−3.2%ReducedHolders
Q4 20233,572$1.34M0.7%−15−0.4%ReducedHolders
Q3 20233,587$1.13M0.8%−705−16.4%ReducedHolders
Q2 20234,292$1.46M0.8%−238−5.3%ReducedHolders
Q1 20234,530$1.31M0.8%+103+2.3%AddedHolders
Q4 20224,427$1.06M0.7%+575+14.9%AddedHolders
Q3 20223,852$897.0K0.6%−118−3.0%ReducedHolders
Q2 20223,970$1.02M0.7%+2+0.1%AddedHolders
Q1 20223,968$1.22M0.7%−129−3.1%ReducedHolders
Q4 20214,097$1.38M0.8%+34+0.8%AddedHolders
Q3 20214,063$1.10M0.7%00.0%UnchangedHolders
Q2 20214,063$1.10M0.7%+6+0.1%AddedHolders
Q1 20214,057$957.0K0.6%––Holders

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