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COMPASS FINANCIAL MANAGEMENT LLC → MSFT
COMPASS FINANCIAL MANAGEMENT LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
18
Latest value
$11.9M
Q3 2026
Peak value
$13.5M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $11.6M |
| Q2 2026 | $684K |
| Q2 2026 | $136K |
| Q2 2026 | $84K |
| Q2 2026 | $70K |
| Q2 2026 | $28K |
| Q2 2026 | $27K |
| Q2 2026 | $21K |
| Q2 2026 | $21K |
| Q2 2026 | $19K |
| Q2 2026 | $17K |
| Q2 2026 | $6K |
| Q2 2026 | $6K |
| Q2 2026 | $3K |
| Q2 2026 | $1K |
| Q2 2026 | $1K |
| Q3 2026 | $13.5M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 23.3K | — | — |
| Q3 2026 | $13.5M | 26.4K | — | — |
| Q2 2026 | $1K | 100 | — | — |
| Q2 2026 | $1K | 400 | — | — |
| Q2 2026 | $3K | 100 | — | — |
| Q2 2026 | $6K | 200 | — | — |
| Q2 2026 | $6K | 1.7K | — | — |
| Q2 2026 | $17K | 200 | — | — |
| Q2 2026 | $19K | 2.2K | — | — |
| Q2 2026 | $21K | 1.0K | — | — |
| Q2 2026 | $21K | 500 | — | — |
| Q2 2026 | $27K | 600 | — | — |
| Q2 2026 | $28K | 4.6K | — | — |
| Q2 2026 | $70K | 6.7K | — | — |
| Q2 2026 | $84K | 6.6K | — | — |
| Q2 2026 | $136K | 1.9K | — | — |
| Q2 2026 | $684K | 28.2K | — | — |
| Q2 2026 | $11.6M | 26.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B