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Bullock Wealth Management Group → MSFT
Bullock Wealth Management Group MSFT Position History
Microsoft Corporation • Technology
Quarters held
15
Latest value
$5.5M
Q3 2026
Peak value
$5.7M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $3.1M |
| Q2 2023 | $3.7M |
| Q3 2023 | $3.5M |
| Q4 2023 | $4.2M |
| Q1 2024 | $4.8M |
| Q2 2024 | $5.1M |
| Q3 2024 | $4.7M |
| Q4 2024 | $4.8M |
| Q1 2025 | $4.3M |
| Q2 2025 | $5.5M |
| Q3 2025 | $5.7M |
| Q4 2025 | $5.4M |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.2M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 10.7K | — | — |
| Q2 2026 | $4.2M | 10.8K | — | — |
| Q1 2026 | $4.1M | 11.0K | — | — |
| Q4 2025 | $5.4M | 11.2K | — | — |
| Q3 2025 | $5.7M | 11.0K | — | — |
| Q2 2025 | $5.5M | 11.1K | — | — |
| Q1 2025 | $4.3M | 11.3K | — | — |
| Q4 2024 | $4.8M | 11.4K | — | — |
| Q3 2024 | $4.7M | 11.3K | — | — |
| Q2 2024 | $5.1M | 11.1K | — | — |
| Q1 2024 | $4.8M | 11.3K | — | — |
| Q4 2023 | $4.2M | 11.2K | — | — |
| Q3 2023 | $3.5M | 11.0K | — | — |
| Q2 2023 | $3.7M | 10.9K | — | — |
| Q1 2023 | $3.1M | 10.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
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