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MOR Wealth Management, LLC

SEC CIK
0002092389
Latest filing
Aug 6, 2026

MSFT holding history

Microsoft Corp in every 13F filed by MOR 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)
4,863
Value
$1.81M
% of portfolio
0.7%
Quarters held
3
Since Q4 2025
Holdings of MSFT by MOR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,863$1.81M0.7%−437−8.2%ReducedHolders
Q1 20265,300$1.96M0.9%+17+0.3%AddedHolders
Q4 20255,283$2.55M1.2%–No prior filingHolders