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Bison Wealth, LLC → MSFT

Bison Wealth, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$25.3M
Q3 2026
Peak value
$25.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$23.8M
Q4 2025$16.5M
Q1 2026$17.7M
Q2 2026$16.8M
Q3 2026$25.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25.3M46.7K——
Q2 2026$16.8M43.6K——
Q1 2026$17.7M43.7K——
Q4 2025$16.5M43.2K——
Q3 2025$23.8M46.0K——

Other funds holding MSFT

Other Bison Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$52.8M
VGES

VANGUARD TAX-MANAGED FDS

$49.6M
AAPL

APPLE INC

$42.7M
AAPL

APPLE INC

$35.7M
STT-PG

SPDR SERIES TRUST

$35.1M
VGES

VANGUARD INDEX FDS

$34.9M
AAPL

APPLE INC

$30.4M
QQQ

INVESCO QQQ TR

$29.7M