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Financial Perspectives, Inc

SEC CIK
0002003287
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Financial Perspectives, 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)
35,154
Value
$13.1M
% of portfolio
3.2%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Financial Perspectives, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,154$13.1M3.2%+1,725+5.2%AddedHolders
Q1 202633,429$12.4M3.5%+204+0.6%AddedHolders
Q4 202533,225$16.1M4.3%−25−0.1%ReducedHolders
Q3 202533,250$17.2M4.8%−409−1.2%ReducedHolders
Q2 202533,659$16.7M5.1%+549+1.7%AddedHolders
Q1 202533,110$12.4M4.3%−427−1.3%ReducedHolders
Q4 202433,537$14.1M4.7%+541+1.6%AddedHolders
Q3 202432,996$14.2M4.9%−22−0.1%ReducedHolders
Q2 202433,018$14.8M5.4%+40.0%AddedHolders
Q1 202433,014$13.9M5.3%−55−0.2%ReducedHolders
Q4 202333,069$12.4M5.0%−24−0.1%ReducedHolders
Q3 202333,093$10.4M4.8%+33+0.1%AddedHolders
Q2 202333,060$11.3M5.0%+30.0%AddedHolders
Q1 202333,057$9.53M4.6%+40.0%AddedHolders
Q4 202233,053$7.93M4.1%−1,032−3.0%ReducedHolders
Q3 202234,085$7.94M4.5%+1,185+3.6%AddedHolders
Q2 202232,900$8.45M4.8%+20.0%AddedHolders
Q1 202232,898$10.1M4.7%+352+1.1%AddedHolders
Q4 202132,546$10.9M5.2%+10.0%AddedHolders
Q3 202132,545$9.18M4.6%+301+0.9%AddedHolders
Q2 202132,244$8.73M4.3%−7,577,903−99.6%ReducedHolders
Q1 20217,610,147$32.3K1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.