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BXM Wealth LLC

SEC CIK
0002052379
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by BXM Wealth 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)
6,588
Value
$2.46M
% of portfolio
1.3%
Quarters held
7
Since Q4 2024
Holdings of MSFT by BXM Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,588$2.46M1.3%+1,587+31.7%AddedHolders
Q1 20265,001$1.85M1.4%−111,309−95.7%ReducedHolders
Q4 2025116,310$2.22M1.7%+112,029+2,616.9%AddedHolders
Q3 20254,281$2.22M2.1%+812+23.4%AddedHolders
Q2 20253,469$1.73M2.1%−352−9.2%ReducedHolders
Q1 20253,821$1.44M1.7%+627+19.6%AddedHolders
Q4 20243,194$1.35M1.9%–No prior filingHolders