Skip to main content

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Helen Stephens 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)
5,828
Value
$2.17M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,828$2.17M0.4%+484+9.1%AddedHolders
Q1 20265,344$1.98M0.4%+484+10.0%AddedHolders
Q4 20254,860$2.35M0.5%+208+4.5%AddedHolders
Q3 20254,652$2.41M0.5%+80+1.7%AddedHolders
Q2 20254,572$2.27M0.6%+5+0.1%AddedHolders
Q1 20254,567$1.71M0.5%+90+2.0%AddedHolders
Q4 20244,477$1.89M0.6%−122−2.7%ReducedHolders
Q3 20244,599$1.98M0.6%−190−4.0%ReducedHolders
Q2 20244,789$2.14M0.7%+27+0.6%AddedHolders
Q1 20244,762$2.00M0.8%+4+0.1%AddedHolders
Q4 20234,758$1.79M0.8%−127−2.6%ReducedHolders
Q3 20234,885$1.54M0.8%−30−0.6%ReducedHolders
Q2 20234,915$1.67M0.8%+111+2.3%AddedHolders
Q1 20234,804$1.39M0.7%+11+0.2%AddedHolders
Q4 20224,793$1.15M0.7%−164−3.3%ReducedHolders
Q3 20224,957$1.15M0.8%+314+6.8%AddedHolders
Q2 20224,643$1.19M0.8%+10+0.2%AddedHolders
Q1 20224,633$1.43M1.0%−4−0.1%ReducedHolders
Q4 20214,637$1.56M1.3%–No prior filingHolders