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Clay Northam Wealth Management, LLC → MSFT

Clay Northam Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.3M
Q4 2025$6.8M
Q1 2026$5.1M
Q2 2026$5.3M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M14.0K——
Q2 2026$5.3M14.2K——
Q1 2026$5.1M13.9K——
Q4 2025$6.8M14.0K——
Q3 2025$7.3M14.1K——

Other funds holding MSFT

Other Clay Northam Wealth Management, LLC positions

QCOM

PACER FDS TR

$18.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.4M
QCOM

PACER FDS TR

$17.3M
QCOM

PACER FDS TR

$17.2M
AAPL

APPLE INC

$17M
QCOM

PACER FDS TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.7M