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Caldwell Trust Co MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$821K
Q3 2026
Peak value
$38.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $256K |
| Q4 2025 | $35.4M |
| Q4 2025 | $774K |
| Q1 2026 | $271K |
| Q1 2026 | $27.8M |
| Q1 2026 | $592K |
| Q2 2026 | $223K |
| Q2 2026 | $28M |
| Q2 2026 | $597K |
| Q3 2026 | $231K |
| Q3 2026 | $38.6M |
| Q3 2026 | $821K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $821K | 1.6K | — | — |
| Q3 2026 | $38.6M | 75.3K | — | — |
| Q3 2026 | $231K | 4.1K | — | — |
| Q2 2026 | $597K | 1.6K | — | — |
| Q2 2026 | $28M | 75.0K | — | — |
| Q2 2026 | $223K | 4.1K | — | — |
| Q1 2026 | $592K | 1.6K | — | — |
| Q1 2026 | $27.8M | 75.1K | — | — |
| Q1 2026 | $271K | 5.1K | — | — |
| Q4 2025 | $774K | 1.6K | — | — |
| Q4 2025 | $35.4M | 73.3K | — | — |
| Q4 2025 | $256K | 5.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B