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M3 Advisory Group, LLC

SEC CIK
0002014826
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by M3 Advisory 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)
5,854
Value
$2.18M
% of portfolio
1.1%
Quarters held
11
Since Q4 2023
Holdings of MSFT by M3 Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,854$2.18M1.1%−26−0.4%ReducedHolders
Q1 20265,880$2.18M1.3%−121−2.0%ReducedHolders
Q4 20256,001$2.90M1.8%+118+2.0%AddedHolders
Q3 20255,883$3.05M1.9%+307+5.5%AddedHolders
Q2 20255,576$2.77M1.9%+945+20.4%AddedHolders
Q1 20254,631$1.74M1.4%−1,428−23.6%ReducedHolders
Q4 20246,059$2.55M1.8%−63−1.0%ReducedHolders
Q3 20246,122$2.63M1.9%+675+12.4%AddedHolders
Q2 20245,447$2.43M2.0%+949+21.1%AddedHolders
Q1 20244,498$1.89M1.7%+1,407+45.5%AddedHolders
Q4 20233,091$1.16M1.4%–No prior filingHolders