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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Jeppson 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)
13,958
Value
$5.21M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,958$5.21M1.5%−9−0.1%ReducedHolders
Q1 202613,967$5.17M1.6%+402+3.0%AddedHolders
Q4 202513,565$6.56M2.1%−54−0.4%ReducedHolders
Q3 202513,619$7.05M2.3%+15+0.1%AddedHolders
Q2 202513,604$6.77M2.3%−545−3.9%ReducedHolders
Q1 202514,149$5.31M1.9%+200+1.4%AddedHolders
Q4 202413,949$5.88M2.1%+40.0%AddedHolders
Q3 202413,945$6.00M2.1%−129−0.9%ReducedHolders
Q2 202414,074$6.29M2.4%+166+1.2%AddedHolders
Q1 202413,908$5.85M2.3%−332−2.3%ReducedHolders
Q4 202314,240$5.35M2.2%−57−0.4%ReducedHolders
Q3 202314,297$4.51M2.1%−433−2.9%ReducedHolders
Q2 202314,730$5.02M2.2%−621−4.0%ReducedHolders
Q1 202315,351$4.43M1.9%−878−5.4%ReducedHolders
Q4 202216,229$3.89M1.6%+109+0.7%AddedHolders
Q3 202216,120$3.75M1.7%+418+2.7%AddedHolders
Q2 202215,702$4.03M1.7%+2,255+16.8%AddedHolders
Q1 202213,447$4.14M1.9%+659+5.2%AddedHolders
Q4 202112,788$4.30M2.1%−447−3.4%ReducedHolders
Q3 202113,235$3.73M1.9%+201+1.5%AddedHolders
Q2 202113,034$3.53M1.9%+50.0%AddedHolders
Q1 202113,029$3.07M1.8%––Holders

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