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Daymark Wealth Partners, LLC

SEC CIK
0001956824
Latest filing
Jul 31, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Daymark Wealth Partners, 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)
332,878
Value
$124.2M
% of portfolio
3.0%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Daymark Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026332,878$124.2M3.0%+29,072+9.6%AddedHolders
Q1 2026303,806$112.5M3.5%+9,448+3.2%AddedHolders
Q4 2025294,358$142.4M4.5%−1,165−0.4%ReducedHolders
Q3 2025295,523$153.1M5.2%−2,305−0.8%ReducedHolders
Q2 2025297,828$148.1M5.6%−3,353−1.1%ReducedHolders
Q1 2025301,181$113.1M4.9%−92,292−23.5%ReducedHolders
Q4 2024393,473$125.9M5.3%+1,087+0.3%AddedHolders
Q3 2024392,386$128.1M5.4%+342+0.1%AddedHolders
Q2 2024392,044$132.9M6.1%+21,688+5.9%AddedHolders
Q1 2024370,356$115.9M6.2%+1,286+0.3%AddedHolders
Q4 2023369,070$103.2M6.3%−1,588−0.4%ReducedHolders
Q3 2023370,658$87.1M6.0%+139,841+60.6%AddedHolders
Q2 2023230,817$78.6M5.8%+100,821+77.6%AddedHolders
Q1 2023129,996$37.5M5.0%+20,050+18.2%AddedHolders
Q4 2022109,946$26.4M4.7%–No prior filingHolders