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Beacon Financial Advisory LLC → MSFT
Beacon Financial Advisory LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $954K |
| Q3 2025 | $7.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $6.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $5.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 16.3K | — | — |
| Q3 2026 | $1.8M | 31.5K | — | — |
| Q2 2026 | $5.7M | 15.3K | — | — |
| Q2 2026 | $1.6M | 29.7K | — | — |
| Q1 2026 | $5.4M | 14.7K | — | — |
| Q1 2026 | $1.3M | 24.6K | — | — |
| Q4 2025 | $6.9M | 14.2K | — | — |
| Q4 2025 | $1.1M | 22.3K | — | — |
| Q3 2025 | $7.7M | 15.0K | — | — |
| Q3 2025 | $954K | 20.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE