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ALTFEST L J & CO INC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$17.4M
Q3 2026
Peak value
$17.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $353K |
| Q4 2025 | $14.6M |
| Q1 2026 | $365K |
| Q1 2026 | $9.3M |
| Q2 2026 | $389K |
| Q2 2026 | $7.9M |
| Q3 2026 | $411K |
| Q3 2026 | $17.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.4M | 33.9K | — | — |
| Q3 2026 | $411K | 7.4K | — | — |
| Q2 2026 | $7.9M | 21.2K | — | — |
| Q2 2026 | $389K | 7.2K | — | — |
| Q1 2026 | $9.3M | 25.0K | — | — |
| Q1 2026 | $365K | 6.9K | — | — |
| Q4 2025 | $14.6M | 30.1K | — | — |
| Q4 2025 | $353K | 7.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B