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Milestone Asset Management Group, LLC

SEC CIK
0002063452
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Milestone Asset Management 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)
8,441
Value
$3.15M
% of portfolio
1.6%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Milestone Asset Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,441$3.15M1.6%−187−2.2%ReducedHolders
Q1 20268,628$3.19M1.9%+99+1.2%AddedHolders
Q4 20258,529$4.12M2.3%+1,005+13.4%AddedHolders
Q3 20257,524$3.90M2.5%+59+0.8%AddedHolders
Q2 20257,465$3.71M2.7%+133+1.8%AddedHolders
Q1 20257,332$2.75M2.5%+141+2.0%AddedHolders
Q4 20247,191$3.03M2.7%–No prior filingHolders