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ALLEN WEALTH MANAGEMENT, LLC → MSFT
ALLEN WEALTH MANAGEMENT, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$19.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13M |
| Q4 2025 | $989K |
| Q1 2026 | $15.4M |
| Q1 2026 | $758K |
| Q2 2026 | $17.5M |
| Q2 2026 | $909K |
| Q3 2026 | $19.6M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 2.3K | — | — |
| Q3 2026 | $19.6M | 350.0K | — | — |
| Q2 2026 | $909K | 2.4K | — | — |
| Q2 2026 | $17.5M | 324.4K | — | — |
| Q1 2026 | $758K | 2.0K | — | — |
| Q1 2026 | $15.4M | 292.0K | — | — |
| Q4 2025 | $989K | 2.0K | — | — |
| Q4 2025 | $13M | 259.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B