TRB Wealth Management, LLC

SEC CIK: 0002130988
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by TRB 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 overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 27,373
Value: $10.2M
% of portfolio: 1.4%
Quarters held: 2; Since Q1 2026

Holdings of MSFT by TRB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,373	$10.2M	1.4%	−3,133−10.3%	Reduced	Holders
Q1 2026	30,506	$11.3M	1.6%	–	No prior filing	Holders