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Mosley Wealth Management

SEC CIK
0002011849
Latest filing
Jul 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Mosley Wealth Management, 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)
7,059
Value
$2.63M
% of portfolio
0.8%
Quarters held
8
Since Q4 2023
Holdings of MSFT by Mosley Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,059$2.63M0.8%+1,046+17.4%AddedHolders
Q1 20266,013$3.11M1.4%−534−8.2%ReducedHolders
Q4 20256,547$3.44M1.6%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20246,089$2.69M1.7%+470+8.4%AddedHolders
Q3 20245,619$2.35M1.6%+1,797+47.0%AddedHolders
Q2 20243,822$1.71M1.5%+430+12.7%AddedHolders
Q1 20243,392$1.43M1.3%−130−3.7%ReducedHolders
Q4 20233,522$1.32M1.3%–No prior filingHolders