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BEACON INVESTMENT ADVISORY SERVICES, INC. → MSFT
BEACON INVESTMENT ADVISORY SERVICES, INC. MSFT Position History
Microsoft Corporation • Technology
Quarters held
6
Latest value
$88.5M
Q3 2026
Peak value
$100.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $100.4M |
| Q4 2025 | $92.1M |
| Q4 2025 | $92.1M |
| Q1 2026 | $68.3M |
| Q2 2026 | $67.6M |
| Q3 2026 | $88.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88.5M | 172.5K | — | — |
| Q2 2026 | $67.6M | 181.2K | — | — |
| Q1 2026 | $68.3M | 184.5K | — | — |
| Q4 2025 | $92.1M | 190.4K | — | — |
| Q4 2025 | $92.1M | 190.4K | — | — |
| Q3 2025 | $100.4M | 193.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B