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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Altus Wealth Group 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)
15,321
Value
$5.72M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,321$5.72M2.1%+741+5.1%AddedHolders
Q1 202614,580$5.40M2.2%+59+0.4%AddedHolders
Q4 202514,521$7.02M2.8%+140+1.0%AddedHolders
Q3 202514,381$7.45M3.1%−219−1.5%ReducedHolders
Q2 202514,600$7.26M3.2%−683−4.5%ReducedHolders
Q1 202515,283$5.74M2.7%+39+0.3%AddedHolders
Q4 202415,244$6.43M2.8%−214−1.4%ReducedHolders
Q3 202415,458$6.65M2.8%+3,679+31.2%AddedHolders
Q2 202411,779$5.26M2.6%−333−2.7%ReducedHolders
Q1 202412,112$5.10M2.6%+50.0%AddedHolders
Q4 202312,107$4.55M2.5%+526+4.5%AddedHolders
Q3 202311,581$3.66M2.3%−301−2.5%ReducedHolders
Q2 202311,882$4.05M2.5%−116−1.0%ReducedHolders
Q1 202311,998$3.46M2.3%−908−7.0%ReducedHolders
Q4 202212,906$3.10M2.4%+351+2.8%AddedHolders
Q3 202212,555$3.54M3.5%00.0%UnchangedHolders
Q2 202212,555$3.54M3.5%−157−1.2%ReducedHolders
Q1 202212,712$3.92M3.2%+152+1.2%AddedHolders
Q4 202112,560$4.22M3.5%+50.0%AddedHolders
Q3 202112,555$3.54M3.5%+1,689+15.5%AddedHolders
Q2 202110,866$2.94M2.9%+424+4.1%AddedHolders
Q1 202110,442$2.59M2.6%––Holders

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