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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Greystone Financial 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)
18,050
Value
$6.73M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,050$6.73M1.9%−562−3.0%ReducedHolders
Q1 202618,612$6.89M1.9%−16,089−46.4%ReducedHolders
Q4 202534,701$16.8M2.6%−294−0.8%ReducedHolders
Q3 202534,995$18.1M2.8%−839−2.3%ReducedHolders
Q2 202535,834$17.8M2.9%−2,166−5.7%ReducedHolders
Q1 202538,000$14.3M2.6%+2,165+6.0%AddedHolders
Q4 202435,835$15.1M2.6%+2,192+6.5%AddedHolders
Q3 202433,643$14.5M2.6%+936+2.9%AddedHolders
Q2 202432,707$14.6M2.9%+315+1.0%AddedHolders
Q1 202432,392$13.6M2.7%−3,956−10.9%ReducedHolders
Q4 202336,348$13.7M3.2%−2,645−6.8%ReducedHolders
Q3 202338,993$12.3M3.1%−3,512−8.3%ReducedHolders
Q2 202342,505$14.5M3.4%−13,207−23.7%ReducedHolders
Q1 202355,712$16.1M4.0%+8,278+17.5%AddedHolders
Q4 202247,434$11.4M3.3%−1,238−2.5%ReducedHolders
Q3 202248,672$11.3M3.8%+14,476+42.3%AddedHolders
Q2 202234,196$8.78M2.7%+4,129+13.7%AddedHolders
Q1 202230,067$9.27M2.3%+2,560+9.3%AddedHolders
Q4 202127,507$9.25M2.2%+4,727+20.8%AddedHolders
Q3 202122,780$6.42M1.9%−8,920−28.1%ReducedHolders
Q2 202131,700$8.59M2.1%+1,460+4.8%AddedHolders
Q1 202130,240$7.45M1.9%––Holders

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