Fulcrum Wealth Advisors, LLC

SEC CIK: 0002108790
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Fulcrum Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 22,471
Value: $8.38M
% of portfolio: 6.4%
Quarters held: 3; Since Q4 2025

Holdings of MSFT by Fulcrum Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,471	$8.38M	6.4%	+1,642+7.9%	Added	Holders
Q1 2026	20,829	$7.71M	6.4%	+1,682+8.8%	Added	Holders
Q4 2025	19,147	$9.26M	7.6%	–	No prior filing	Holders