Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
MSFT holding history
Microsoft Corp in every 13F filed by Willner & Heller, 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)
- 9,813
- Value
- $3.66M
- % of portfolio
- 2.3%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,813 | $3.66M | 2.3% | +621+6.8% | Added | Holders |
| Q1 2026 | 9,192 | $3.40M | 2.5% | +576+6.7% | Added | Holders |
| Q4 2025 | 8,616 | $4.17M | 3.0% | −9−0.1% | Reduced | Holders |
| Q3 2025 | 8,625 | $4.47M | 3.4% | +195+2.3% | Added | Holders |
| Q2 2025 | 8,430 | $4.19M | 3.5% | +5+0.1% | Added | Holders |
| Q1 2025 | 8,425 | $3.16M | 2.9% | +260+3.2% | Added | Holders |
| Q4 2024 | 8,165 | $3.44M | 3.0% | +159+2.0% | Added | Holders |
| Q3 2024 | 8,006 | $3.45M | 3.1% | +590+8.0% | Added | Holders |
| Q2 2024 | 7,416 | $3.31M | 3.2% | −73−1.0% | Reduced | Holders |
| Q1 2024 | 7,489 | $3.15M | 3.1% | −71−0.9% | Reduced | Holders |
| Q4 2023 | 7,560 | $2.84M | 3.2% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 7,625 | $1.83M | 2.6% | +132+1.8% | Added | Holders |
| Q3 2022 | 7,493 | $1.75M | 2.8% | +234+3.2% | Added | Holders |
| Q2 2022 | 7,259 | $1.86M | 2.9% | +465+6.8% | Added | Holders |
| Q1 2022 | 6,794 | $2.29M | 2.8% | −281−4.0% | Reduced | Holders |
| Q4 2021 | 7,075 | $2.00M | 2.7% | – | No prior filing | Holders |