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Livermore
Livermore
ZHEN

Spire Wealth Management

SEC CIK
0001858740
Latest filing
Jul 15, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Spire 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)
131,257
Value
$49.0M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Spire Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026131,257$49.0M1.5%−813−0.6%ReducedHolders
Q1 2026132,070$48.9M1.7%−5,115−3.7%ReducedHolders
Q4 2025137,185$66.3M2.2%+1,019+0.7%AddedHolders
Q3 2025136,166$70.5M2.4%+3,757+2.8%AddedHolders
Q2 2025132,409$65.5M2.4%−50,668−27.7%ReducedHolders
Q1 2025183,077$68.7M2.2%+9,726+5.6%AddedHolders
Q4 2024173,351$73.1M2.3%−1,556−0.9%ReducedHolders
Q3 2024174,907$75.3M2.5%−12,159−6.5%ReducedHolders
Q2 2024187,066$83.6M2.9%−7,492−3.9%ReducedHolders
Q1 2024194,558$109.6M3.0%−6,126−3.1%ReducedHolders
Q4 2023200,684$80.0M2.7%+20,556+11.4%AddedHolders
Q3 2023180,128$56.9M2.2%+4,499+2.6%AddedHolders
Q2 2023175,629$59.8M2.2%+26,851+18.0%AddedHolders
Q1 2023148,778$42.9M1.7%+11,177+8.1%AddedHolders
Q4 2022137,601$33.0M1.9%+4,063+3.0%AddedHolders
Q3 2022133,538$31.1M1.9%−77,784−36.8%ReducedHolders
Q2 2022211,322$54.3M2.2%−62,916−22.9%ReducedHolders
Q1 2022274,238$84.6M2.3%−38,218−12.2%ReducedHolders
Q4 2021312,456$105.2M2.3%+40,372+14.8%AddedHolders
Q3 2021272,084$76.7M2.0%+9,379+3.6%AddedHolders
Q2 2021262,705$71.3M1.9%−49,410−15.8%ReducedHolders
Q1 2021312,115$72.5M1.9%––Holders

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