Back to MSFT
CapWealth Advisors, LLC → MSFT
CapWealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$43.1M
Q3 2026
Peak value
$47.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $47.6M |
| Q3 2025 | $47.6M |
| Q3 2025 | $47.6M |
| Q4 2025 | $42.9M |
| Q4 2025 | $42.9M |
| Q1 2026 | $29.9M |
| Q2 2026 | $30.9M |
| Q3 2026 | $43.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43.1M | 84.1K | — | — |
| Q2 2026 | $30.9M | 82.7K | — | — |
| Q1 2026 | $29.9M | 80.9K | — | — |
| Q4 2025 | $42.9M | 88.7K | — | — |
| Q4 2025 | $42.9M | 88.7K | — | — |
| Q3 2025 | $47.6M | 91.9K | — | — |
| Q3 2025 | $47.6M | 91.9K | — | — |
| Q3 2025 | $47.6M | 91.9K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B