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Disciplined Equity Management, Inc. → MSFT
Disciplined Equity Management, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$224K
Q3 2026
Peak value
$23M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.8M |
| Q3 2025 | $226K |
| Q4 2025 | $20.8M |
| Q4 2025 | $211K |
| Q1 2026 | $21.1M |
| Q2 2026 | $22.3M |
| Q3 2026 | $23M |
| Q3 2026 | $224K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $224K | 437 | — | — |
| Q3 2026 | $23M | 410.9K | — | — |
| Q2 2026 | $22.3M | 413.2K | — | — |
| Q1 2026 | $21.1M | 399.8K | — | — |
| Q4 2025 | $211K | 437 | — | — |
| Q4 2025 | $20.8M | 416.0K | — | — |
| Q3 2025 | $226K | 437 | — | — |
| Q3 2025 | $18.8M | 407.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B