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Partners Wealth Management, LLC

SEC CIK
0002054714
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Partners 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)
4,951
Value
$1.85M
% of portfolio
1.8%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Partners Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,951$1.85M1.8%−46−0.9%ReducedHolders
Q1 20264,997$1.85M1.9%+56+1.1%AddedHolders
Q4 20254,941$2.39M2.5%−63−1.3%ReducedHolders
Q3 20255,004$2.59M2.6%−569−10.2%ReducedHolders
Q2 20255,573$2.13M2.4%00.0%UnchangedHolders
Q1 20255,573$2.09M2.4%−9−0.2%ReducedHolders
Q4 20245,582$2.35M2.7%–No prior filingHolders