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Concord Wealth Partners → MSFT
Concord Wealth Partners MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$20.1M
Q3 2026
Peak value
$20.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149K |
| Q3 2025 | $20.2M |
| Q4 2025 | $172K |
| Q4 2025 | $19.7M |
| Q1 2026 | $307K |
| Q1 2026 | $15.3M |
| Q2 2026 | $317K |
| Q2 2026 | $14.2M |
| Q3 2026 | $219K |
| Q3 2026 | $20.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.1M | 39.2K | — | — |
| Q3 2026 | $219K | 3.9K | — | — |
| Q2 2026 | $14.2M | 38.1K | — | — |
| Q2 2026 | $317K | 5.9K | — | — |
| Q1 2026 | $15.3M | 41.2K | — | — |
| Q1 2026 | $307K | 5.8K | — | — |
| Q4 2025 | $19.7M | 40.7K | — | — |
| Q4 2025 | $172K | 3.5K | — | — |
| Q3 2025 | $20.2M | 38.9K | — | — |
| Q3 2025 | $149K | 3.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B