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BRANDYWINE OAK PRIVATE WEALTH LLC → MSFT

BRANDYWINE OAK PRIVATE WEALTH LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.3M
Q4 2025$12.4M
Q1 2026$9.8M
Q2 2026$9.8M
Q3 2026$13.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.5M26.3K——
Q2 2026$9.8M26.2K——
Q1 2026$9.8M26.4K——
Q4 2025$12.4M25.7K——
Q3 2025$13.3M25.8K——

Other funds holding MSFT

Other BRANDYWINE OAK PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$158.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$156.2M
VGES

VANGUARD INDEX FDS

$150.8M
VGES

VANGUARD INDEX FDS

$148.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$144.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$142.3M
VGES

VANGUARD INDEX FDS

$137.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$135.7M