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Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Crown 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)
25,392
Value
$9.47M
% of portfolio
2.4%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,392$9.47M2.4%+1,304+5.4%AddedHolders
Q1 202624,088$8.92M2.6%+1,067+4.6%AddedHolders
Q4 202523,021$11.1M3.1%+314+1.4%AddedHolders
Q3 202522,707$11.8M3.5%+380+1.7%AddedHolders
Q2 202522,327$11.1M4.2%+51+0.2%AddedHolders
Q1 202522,276$8.36M4.3%−91−0.4%ReducedHolders
Q4 202422,367$9.43M3.8%−50.0%ReducedHolders
Q3 202422,372$9.63M4.2%−100−0.4%ReducedHolders
Q2 202422,472$10.0M5.0%+245+1.1%AddedHolders
Q1 202422,227$9.35M4.8%+1,128+5.3%AddedHolders
Q4 202321,099$7.93M4.8%−60.0%ReducedHolders
Q3 202321,105$6.66M5.0%−1,084−4.9%ReducedHolders
Q2 202322,189$7.56M6.0%−61−0.3%ReducedHolders
Q1 202322,250$6.41M5.4%−952−4.1%ReducedHolders
Q4 202223,202$5.56M5.2%+93+0.4%AddedHolders
Q3 202223,109$5.38M5.5%−47−0.2%ReducedHolders
Q2 202223,156$5.95M5.4%−685−2.9%ReducedHolders
Q1 202223,841$7.35M5.1%+23,016+2,789.8%AddedHolders
Q4 2021825$277.0K0.3%–No prior filingHolders