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Belleair Asset Management, LLC → MSFT

Belleair Asset Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.2M
Q4 2025$1.3M
Q1 2026$3.4M
Q1 2026$963K
Q2 2026$3.5M
Q2 2026$982K
Q3 2026$3.6M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M2.6K——
Q3 2026$3.6M64.6K——
Q2 2026$982K2.6K——
Q2 2026$3.5M64.6K——
Q1 2026$963K2.6K——
Q1 2026$3.4M64.6K——
Q4 2025$1.3M2.6K——
Q4 2025$3.2M64.8K——

Other funds holding MSFT

Other Belleair Asset Management, LLC positions

VGES

VANGUARD SCOTTSDALE FDS

$9.6M
VGES

VANGUARD SCOTTSDALE FDS

$9.6M
RBBN

DIMENSIONAL ETF TRUST

$8.9M
RBBN

DIMENSIONAL ETF TRUST

$8.6M
VGES

VANGUARD SCOTTSDALE FDS

$8.4M
RBBN

DIMENSIONAL ETF TRUST

$8.2M
VGES

VANGUARD SCOTTSDALE FDS

$7.8M
RBBN

DIMENSIONAL ETF TRUST

$7.4M
Belleair Asset Management, LLC MSFT Holdings: 13F Position History | Track13F