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Peterson Wealth Services

SEC CIK
0001906799
Latest filing
Jul 27, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Peterson Wealth Services, 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)
17,901
Value
$6.68M
% of portfolio
1.5%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Peterson Wealth Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,901$6.68M1.5%+617+3.6%AddedHolders
Q1 202617,284$6.40M1.6%+778+4.7%AddedHolders
Q4 202516,506$7.98M2.0%+15,261+1,225.8%AddedHolders
Q3 20251,245$8.61M2.1%−15,501−92.6%ReducedHolders
Q2 202516,746$8.33M2.3%+271+1.6%AddedHolders
Q1 202516,475$6.18M1.9%+904+5.8%AddedHolders
Q4 202415,571$6.56M2.0%−165−1.0%ReducedHolders
Q3 202415,736$6.77M2.2%−727−4.4%ReducedHolders
Q2 202416,463$7.36M2.6%+268+1.7%AddedHolders
Q1 202416,195$6.81M2.5%+613+3.9%AddedHolders
Q4 202315,582$5.86M2.5%+2,899+22.9%AddedHolders
Q3 202312,683$4.00M3.0%+406+3.3%AddedHolders
Q2 202312,277$4.18M2.0%+5,912+92.9%AddedHolders
Q1 20236,365$1.84M0.9%+2,780+77.5%AddedHolders
Q4 20223,585$859.9K0.5%−1,025−22.2%ReducedHolders
Q3 20224,610$1.07M0.8%+905+24.4%AddedHolders
Q2 20223,705$952.0K0.7%−4,146−52.8%ReducedHolders
Q1 20227,851$2.42M1.5%+824+11.7%AddedHolders
Q4 20217,027$2.36M1.6%–No prior filingHolders