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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Lifeworks Advisors, 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)
34,359
Value
$12.8M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,359$12.8M1.3%+10,696+45.2%AddedHolders
Q1 202623,663$8.76M1.1%+5,066+27.2%AddedHolders
Q4 202518,597$8.99M1.2%−2,494−11.8%ReducedHolders
Q3 202521,091$10.9M1.5%−203−1.0%ReducedHolders
Q2 202521,294$10.6M1.6%−412−1.9%ReducedHolders
Q1 202521,706$8.15M1.4%+2,886+15.3%AddedHolders
Q4 202418,820$7.93M1.4%+1,627+9.5%AddedHolders
Q3 202417,193$7.40M1.5%−666−3.7%ReducedHolders
Q2 202417,859$7.98M2.2%+4,026+29.1%AddedHolders
Q1 202413,833$5.82M1.6%+1,841+15.4%AddedHolders
Q4 202311,992$4.51M1.6%+742+6.6%AddedHolders
Q3 202311,250$3.55M1.4%−1,717−13.2%ReducedHolders
Q2 202312,967$4.42M1.9%−719−5.3%ReducedHolders
Q1 202313,686$3.95M1.9%−1,947−12.5%ReducedHolders
Q4 202215,633$3.75M2.1%−1,348−7.9%ReducedHolders
Q3 202216,981$3.94M2.2%−521−3.0%ReducedHolders
Q2 202217,502$4.50M2.8%+1,347+8.3%AddedHolders
Q1 202216,155$4.98M3.3%+633+4.1%AddedHolders
Q4 202115,522$5.22M4.2%–No prior filingHolders