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Brown Wealth Management, LLC

SEC CIK
0001987005
Latest filing
Jul 20, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Brown Wealth Management, 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)
3,809
Value
$1.42M
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of MSFT by Brown Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,809$1.42M0.3%−1,263−24.9%ReducedHolders
Q1 20265,072$1.88M0.5%+596+13.3%AddedHolders
Q4 20254,476$2.16M0.6%−120−2.6%ReducedHolders
Q3 20254,596$2.38M0.7%+608+15.2%AddedHolders
Q2 20253,988$1.98M0.6%+978+32.5%AddedHolders
Q1 20253,010$1.13M0.4%+51+1.7%AddedHolders
Q4 20242,959$1.25M0.4%+86+3.0%AddedHolders
Q3 20242,873$1.24M0.4%+121+4.4%AddedHolders
Q2 20242,752$1.23M0.5%+20+0.7%AddedHolders
Q1 20242,732$1.15M0.5%+1,046+62.0%AddedHolders
Q4 20231,686$634.0K0.3%+64+3.9%AddedHolders
Q3 20231,622$512.1K0.2%−501−23.6%ReducedHolders
Q2 20232,123$723.0K0.4%–No prior filingHolders