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Allied Investment Advisors, LLC → MSFT
Allied Investment Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$35M
Q3 2026
Peak value
$35M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $33.2M |
| Q4 2025 | $31.1M |
| Q1 2026 | $24.5M |
| Q2 2026 | $203K |
| Q2 2026 | $25.4M |
| Q3 2026 | $210K |
| Q3 2026 | $35M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35M | 68.3K | — | — |
| Q3 2026 | $210K | 3.8K | — | — |
| Q2 2026 | $25.4M | 68.1K | — | — |
| Q2 2026 | $203K | 3.8K | — | — |
| Q1 2026 | $24.5M | 66.1K | — | — |
| Q4 2025 | $31.1M | 64.4K | — | — |
| Q3 2025 | $33.2M | 64.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF