Back to MSFT
Creative Planning MSFT Position History
Microsoft Corporation • Technology
Quarters held
39
Latest value
$5K
Q3 2026
Peak value
$2.2B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149M |
| Q3 2025 | $8.9M |
| Q3 2025 | $1.7B |
| Q3 2025 | $4K |
| Q3 2025 | $7K |
| Q3 2025 | $9K |
| Q3 2025 | $2K |
| Q3 2025 | $40.5M |
| Q3 2025 | $2K |
| Q4 2025 | $161.6M |
| Q4 2025 | $9.7M |
| Q4 2025 | $1.7B |
| Q4 2025 | $5.9M |
| Q4 2025 | $37.1M |
| Q1 2026 | $10.2M |
| Q1 2026 | $170M |
| Q1 2026 | $25.4M |
| Q1 2026 | $1.4B |
| Q2 2026 | $10.5M |
| Q2 2026 | $172.2M |
| Q2 2026 | $25.5M |
| Q2 2026 | $1.5B |
| Q2 2026 | $4K |
| Q2 2026 | $41K |
| Q2 2026 | $14K |
| Q2 2026 | $105 |
| Q2 2026 | $335 |
| Q2 2026 | $10K |
| Q2 2026 | $21K |
| Q3 2026 | $10.8M |
| Q3 2026 | $178.8M |
| Q3 2026 | $42.5M |
| Q3 2026 | $2.2B |
| Q3 2026 | $2K |
| Q3 2026 | $7K |
| Q3 2026 | $14K |
| Q3 2026 | $272 |
| Q3 2026 | $18K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 500 | — | — |
| Q3 2026 | $18K | 100 | — | — |
| Q3 2026 | $272 | 800 | — | — |
| Q3 2026 | $14K | 200 | — | — |
| Q3 2026 | $7K | 1.0K | — | — |
| Q3 2026 | $2K | 2.7K | — | — |
| Q3 2026 | $2.2B | 4.32M | — | — |
| Q3 2026 | $42.5M | 82.9K | — | — |
| Q3 2026 | $178.8M | 3.20M | — | — |
| Q3 2026 | $10.8M | 193.9K | — | — |
| Q2 2026 | $21K | 1.0K | — | — |
| Q2 2026 | $10K | 800 | — | — |
| Q2 2026 | $335 | 300 | — | — |
| Q2 2026 | $105 | 600 | — | — |
| Q2 2026 | $14K | 3.6K | — | — |
| Q2 2026 | $41K | 2.7K | — | — |
| Q2 2026 | $4K | 400 | — | — |
| Q2 2026 | $1.5B | 4.09M | — | — |
| Q2 2026 | $25.5M | 68.3K | — | — |
| Q2 2026 | $172.2M | 3.19M | — | — |
| Q2 2026 | $10.5M | 193.9K | — | — |
| Q1 2026 | $1.4B | 3.80M | — | — |
| Q1 2026 | $25.4M | 68.6K | — | — |
| Q1 2026 | $170M | 3.22M | — | — |
| Q1 2026 | $10.2M | 193.9K | — | — |
| Q4 2025 | $37.1M | 76.6K | — | — |
| Q4 2025 | $5.9M | 12.1K | — | — |
| Q4 2025 | $1.7B | 3.43M | — | — |
| Q4 2025 | $9.7M | 193.9K | — | — |
| Q4 2025 | $161.6M | 3.24M | — | — |
| Q3 2025 | $2K | 400 | — | — |
| Q3 2025 | $40.5M | 78.1K | — | — |
| Q3 2025 | $2K | 800 | — | — |
| Q3 2025 | $9K | 7.1K | — | — |
| Q3 2025 | $7K | 1.3K | — | — |
| Q3 2025 | $4K | 1.0K | — | — |
| Q3 2025 | $1.7B | 3.27M | — | — |
| Q3 2025 | $8.9M | 193.9K | — | — |
| Q3 2025 | $149M | 3.23M | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B