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Pacific Wealth Management

SEC CIK
0001852338
Latest filing
Aug 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Pacific Wealth Management, 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)
1,281
Value
$477.8K
% of portfolio
0.2%
Quarters held
15
Since Q3 2022
Holdings of MSFT by Pacific Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,281$477.8K0.2%+329+34.6%AddedHolders
Q1 2026952$352.2K0.2%+2+0.2%AddedHolders
Q4 2025950$459.6K0.2%+1+0.1%AddedHolders
Q3 2025949$491.7K0.2%+1+0.1%AddedHolders
Q2 2025948$471.7K0.2%+294+45.0%AddedHolders
Q1 2025654$245.5K0.1%+1+0.2%AddedHolders
Q4 2024653$275.1K0.1%−130−16.6%ReducedHolders
Q3 2024783$337.1K0.2%+1+0.1%AddedHolders
Q2 2024782$349.6K0.2%+2+0.3%AddedHolders
Q1 2024780$293.3K0.2%00.0%UnchangedHolders
Q4 2023780$293.3K0.2%+1+0.1%AddedHolders
Q3 2023779$245.9K0.2%+2+0.3%AddedHolders
Q2 2023777$264.7K0.2%+1+0.1%AddedHolders
Q1 2023776$223.7K0.1%+776NewHolders
Q4 20220$00.0%−1,189−100.0%Sold outHolders
Q3 20221,189$277.0K0.2%+1,189NewHolders