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Oxford Wealth Group, LLC

SEC CIK
0002007082
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Oxford Wealth Group, 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)
4,252
Value
$1.59M
% of portfolio
0.7%
Quarters held
7
Since Q1 2024
Holdings of MSFT by Oxford Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,252$1.59M0.7%+251+6.3%AddedHolders
Q1 20264,001$1.48M0.8%−634−13.7%ReducedHolders
Q4 20254,635$2.24M1.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20249,834$4.15M2.7%+342+3.6%AddedHolders
Q3 20249,492$4.08M3.3%−1,837−16.2%ReducedHolders
Q2 202411,329$5.06M3.5%+2,559+29.2%AddedHolders
Q1 20248,770$3.69M3.4%–No prior filingHolders