Morris Retirement Advisors, LLC

SEC CIK: 0001841816
Latest filing: Jul 8, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by Morris Retirement Advisors, 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): 8,101
Value: $3.02M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Morris Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,101	$3.02M	1.1%	−4,697−36.7%	Reduced	Holders
Q1 2026	12,798	$4.74M	1.9%	+448+3.6%	Added	Holders
Q4 2025	12,350	$5.97M	2.5%	+634+5.4%	Added	Holders
Q3 2025	11,716	$6.07M	2.6%	+211+1.8%	Added	Holders
Q2 2025	11,505	$5.72M	2.7%	−1,961−14.6%	Reduced	Holders
Q1 2025	13,466	$5.05M	2.7%	−2,053−13.2%	Reduced	Holders
Q4 2024	15,519	$6.54M	3.5%	−773−4.7%	Reduced	Holders
Q3 2024	16,292	$7.01M	3.8%	−890−5.2%	Reduced	Holders
Q2 2024	17,182	$7.68M	4.4%	+113+0.7%	Added	Holders
Q1 2024	17,069	$7.18M	4.3%	+394+2.4%	Added	Holders
Q4 2023	16,675	$6.27M	4.1%	+5,931+55.2%	Added	Holders
Q3 2023	10,744	$3.39M	2.4%	+2,238+26.3%	Added	Holders
Q2 2023	8,506	$2.90M	2.0%	−304−3.5%	Reduced	Holders
Q1 2023	8,810	$2.54M	1.8%	−953−9.8%	Reduced	Holders
Q4 2022	9,763	$2.34M	1.8%	+1,050+12.1%	Added	Holders
Q3 2022	8,713	$2.00M	1.7%	+192+2.3%	Added	Holders
Q2 2022	8,521	$2.19M	1.9%	−121−1.4%	Reduced	Holders
Q1 2022	8,642	$2.66M	2.0%	−217−2.4%	Reduced	Holders
Q4 2021	8,859	$2.98M	2.3%	+121+1.4%	Added	Holders
Q3 2021	8,738	$2.46M	2.1%	+38+0.4%	Added	Holders
Q2 2021	8,700	$2.36M	2.0%	−183−2.1%	Reduced	Holders
Q1 2021	8,883	$2.09M	2.0%	–	–	Holders

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