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Alaethes Wealth LLC

SEC CIK
0001859677
Latest filing
Aug 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Alaethes Wealth 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)
20,849
Value
$7.78M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Alaethes Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,849$7.78M2.3%−43−0.2%ReducedHolders
Q1 202620,892$7.73M2.2%+204+1.0%AddedHolders
Q4 202520,688$10.0M2.8%+22+0.1%AddedHolders
Q3 202520,666$10.7M3.0%−473−2.2%ReducedHolders
Q2 202521,139$10.5M3.1%+375+1.8%AddedHolders
Q1 202520,764$7.79M2.9%+410+2.0%AddedHolders
Q4 202420,354$8.58M3.1%+129+0.6%AddedHolders
Q3 202420,225$8.70M3.2%+196+1.0%AddedHolders
Q2 202420,029$8.95M3.7%+339+1.7%AddedHolders
Q1 202419,690$8.28M3.6%−470−2.3%ReducedHolders
Q4 202320,160$7.58M3.6%−430−2.1%ReducedHolders
Q3 202320,590$6.50M3.6%+915+4.7%AddedHolders
Q2 202319,675$6.70M3.7%−1,088−5.2%ReducedHolders
Q1 202320,763$5.99M3.5%−2,264−9.8%ReducedHolders
Q4 202223,027$5.52M3.8%+364+1.6%AddedHolders
Q3 202222,663$5.28M3.9%+812+3.7%AddedHolders
Q2 202221,851$5.61M4.2%+232+1.1%AddedHolders
Q1 202221,619$6.67M4.2%+681+3.3%AddedHolders
Q4 202120,938$7.04M4.4%+475+2.3%AddedHolders
Q3 202120,463$5.77M4.2%−529−2.5%ReducedHolders
Q2 202120,992$5.69M4.4%+516+2.5%AddedHolders
Q1 202120,476$4.83M4.5%––Holders

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