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Benchmark Financial Wealth Advisors, LLC → MSFT
Benchmark Financial Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $5.5M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.5M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 12.7K | — | — |
| Q2 2026 | $4.5M | 12.0K | — | — |
| Q1 2026 | $4.4M | 11.9K | — | — |
| Q4 2025 | $5.5M | 11.3K | — | — |
| Q3 2025 | $5.5M | 10.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B