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Livermore
Livermore
ZHEN

Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Laurel Wealth Planning 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)
726
Value
$270.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026726$270.8K0.1%+65+9.8%AddedHolders
Q1 2026661$244.7K0.1%+86+15.0%AddedHolders
Q4 2025575$278.1K0.2%+79+15.9%AddedHolders
Q3 2025496$256.9K0.1%+3+0.6%AddedHolders
Q2 2025493$245.2K0.1%−75−13.2%ReducedHolders
Q1 2025568$213.2K0.1%00.0%UnchangedHolders
Q4 2024568$239.0K0.2%00.0%UnchangedHolders
Q3 2024568$244.0K0.2%−298−34.4%ReducedHolders
Q2 2024866$387.0K0.3%−46−5.0%ReducedHolders
Q1 2024912$384.0K0.3%−112−10.9%ReducedHolders
Q4 20231,024$385.0K0.3%+13+1.3%AddedHolders
Q3 20231,011$319.0K0.2%00.0%UnchangedHolders
Q2 20231,011$344.0K0.2%−600−37.2%ReducedHolders
Q1 20231,611$464.0K0.3%−5−0.3%ReducedHolders
Q4 20221,616$387.5K0.2%−77−4.5%ReducedHolders
Q3 20221,693$394.0K0.3%−142−7.7%ReducedHolders
Q2 20221,835$471.0K0.3%−88−4.6%ReducedHolders
Q1 20221,923$593.0K0.4%+1,057+122.1%AddedHolders
Q4 2021866$291.0K0.2%−116−11.8%ReducedHolders
Q3 2021982$277.0K0.2%+295+42.9%AddedHolders
Q2 2021687$186.0K0.2%00.0%UnchangedHolders
Q1 2021687$162.0K0.1%––Holders

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