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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Core 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)
15,768
Value
$5.88M
% of portfolio
2.5%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,768$5.88M2.5%−21−0.1%ReducedHolders
Q1 202615,789$5.84M2.7%+78+0.5%AddedHolders
Q4 202515,711$7.60M3.4%+175+1.1%AddedHolders
Q3 202515,536$8.05M3.7%+368+2.4%AddedHolders
Q2 202515,168$7.54M3.8%+472+3.2%AddedHolders
Q1 202514,696$5.52M3.2%+450+3.2%AddedHolders
Q4 202414,246$6.00M3.4%−4,767−25.1%ReducedHolders
Q3 202419,013$8.18M5.0%+320+1.7%AddedHolders
Q2 202418,693$8.36M5.7%+25+0.1%AddedHolders
Q1 202418,668$7.85M5.9%+373+2.0%AddedHolders
Q4 202318,295$6.88M5.6%+657+3.7%AddedHolders
Q3 202317,638$5.57M5.1%+88+0.5%AddedHolders
Q2 202317,550$5.98M5.5%+36+0.2%AddedHolders
Q1 202317,514$5.05M5.1%+4,416+33.7%AddedHolders
Q4 202213,098$1.75M2.2%–No prior filingHolders