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Livermore
Livermore
ZHEN

Core Wealth Management, Inc.

SEC CIK
0001965150
Latest filing
Jul 29, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Core Wealth Management, Inc., 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)
1,432
Value
$534.2K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Core Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,432$534.2K0.2%−94−6.2%ReducedHolders
Q1 20261,526$564.9K0.2%+34+2.3%AddedHolders
Q4 20251,492$721.6K0.2%−57−3.7%ReducedHolders
Q3 20251,549$802.3K0.3%+105+7.3%AddedHolders
Q2 20251,444$718.3K0.3%−146−9.2%ReducedHolders
Q1 20251,590$596.9K0.2%+66+4.3%AddedHolders
Q4 20241,524$642.4K0.3%00.0%UnchangedHolders
Q3 20241,524$681.2K0.3%00.0%UnchangedHolders
Q2 20241,524$681.2K0.3%+173+12.8%AddedHolders
Q1 20241,351$568.4K0.2%+369+37.6%AddedHolders
Q4 2023982$369.3K0.2%00.0%UnchangedHolders
Q3 2023982$310.1K0.2%−357−26.7%ReducedHolders
Q2 20231,339$456.0K0.2%−23−1.7%ReducedHolders
Q1 20231,362$392.7K0.2%00.0%UnchangedHolders
Q4 20221,362$326.6K0.2%–No prior filingHolders