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49 Wealth Management, LLC

SEC CIK
0002022291
Latest filing
Aug 18, 2026

MSFT holding history

Microsoft Corp in every 13F filed by 49 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)
9,511
Value
$3.55M
% of portfolio
0.7%
Quarters held
11
Since Q4 2023
Holdings of MSFT by 49 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,511$3.55M0.7%−5,180−35.3%ReducedHolders
Q1 202614,691$5.44M0.4%+95+0.7%AddedHolders
Q4 202514,596$7.06M0.6%+6,672+84.2%AddedHolders
Q3 20257,924$4.10M0.4%+72+0.9%AddedHolders
Q2 20257,852$3.91M0.4%−632−7.4%ReducedHolders
Q1 20258,484$3.18M0.4%−244−2.8%ReducedHolders
Q4 20248,728$3.68M0.5%−317−3.5%ReducedHolders
Q3 20249,045$3.89M0.6%+1,629+22.0%AddedHolders
Q2 20247,416$3.39M0.7%+1,851+33.3%AddedHolders
Q1 20245,565$2.36M0.5%+795+16.7%AddedHolders
Q4 20234,770$1.79M0.5%–No prior filingHolders