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Capital Advisors Wealth Management, LLC → MSFT
Capital Advisors Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$15.7M
Q3 2026
Peak value
$15.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.8M |
| Q4 2025 | $13.6M |
| Q1 2026 | $10.5M |
| Q2 2026 | $11.1M |
| Q3 2026 | $15.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.7M | 30.6K | — | — |
| Q2 2026 | $11.1M | 29.7K | — | — |
| Q1 2026 | $10.5M | 28.5K | — | — |
| Q4 2025 | $13.6M | 28.1K | — | — |
| Q3 2025 | $14.8M | 28.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B