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Smith Partners Wealth Management, LLC

SEC CIK
0002111036
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Smith 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)
3,816
Value
$1.42M
% of portfolio
1.1%
Quarters held
3
Since Q4 2025
Holdings of MSFT by Smith Partners Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,816$1.42M1.1%00.0%UnchangedHolders
Q1 20263,816$1.41M1.3%00.0%UnchangedHolders
Q4 20253,816$1.85M1.7%–No prior filingHolders