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Livermore
Livermore
ZHEN

Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Axim Planning & Wealth, 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)
2,418
Value
$902.0K
% of portfolio
1.3%
Quarters held
17
Since Q2 2022
Holdings of MSFT by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,418$902.0K1.3%−79−3.2%ReducedHolders
Q1 20262,497$924.3K1.1%+814+48.4%AddedHolders
Q4 20251,683$813.9K0.9%−499−22.9%ReducedHolders
Q3 20252,182$1.13M0.9%−242−10.0%ReducedHolders
Q2 20252,424$1.21M1.1%+63+2.7%AddedHolders
Q1 20252,361$886.3K0.8%−183−7.2%ReducedHolders
Q4 20242,544$1.07M1.1%−15−0.6%ReducedHolders
Q3 20242,559$1.10M1.2%−13−0.5%ReducedHolders
Q2 20242,572$1.15M1.4%−114−4.2%ReducedHolders
Q1 20242,686$1.13M0.9%−83−3.0%ReducedHolders
Q4 20232,769$1.04M1.0%+81+3.0%AddedHolders
Q3 20232,688$848.7K0.7%+251+10.3%AddedHolders
Q2 20232,437$829.9K0.7%+96+4.1%AddedHolders
Q1 20232,341$674.9K0.7%+5+0.2%AddedHolders
Q4 20222,336$560.2K0.6%+885+61.0%AddedHolders
Q3 20221,451$338.0K0.3%+985+211.4%AddedHolders
Q2 2022466$120.0K0.1%–No prior filingHolders