Skip to main content

VSM Wealth Advisory, LLC

SEC CIK
0002050660
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by VSM Wealth Advisory, 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)
4,995
Value
$1.86M
% of portfolio
0.5%
Quarters held
7
Since Q4 2024
Holdings of MSFT by VSM Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,995$1.86M0.5%−19−0.4%ReducedHolders
Q1 20265,014$1.86M0.6%−1,410−21.9%ReducedHolders
Q4 20256,424$3.11M0.9%00.0%UnchangedHolders
Q3 20256,424$3.33M1.0%−59−0.9%ReducedHolders
Q2 20256,483$3.22M1.1%00.0%UnchangedHolders
Q1 20256,483$2.43M0.9%−22−0.3%ReducedHolders
Q4 20246,505$2.74M1.0%–No prior filingHolders