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FIDUCIARY FINANCIAL GROUP, LLC → MSFT

FIDUCIARY FINANCIAL GROUP, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$6.9M
Q3 2026
Peak value
$43.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$29.1M
Q4 2025$5.1M
Q1 2026$32.1M
Q1 2026$4.4M
Q2 2026$36.8M
Q2 2026$5.1M
Q3 2026$43.7M
Q3 2026$6.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.9M13.5K——
Q3 2026$43.7M782.5K——
Q2 2026$5.1M13.6K——
Q2 2026$36.8M681.8K——
Q1 2026$4.4M11.8K——
Q1 2026$32.1M607.3K——
Q4 2025$5.1M10.5K——
Q4 2025$29.1M583.9K——

Other funds holding MSFT

Other FIDUCIARY FINANCIAL GROUP, LLC positions

ETHA

ISHARES TR

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ETHA

ISHARES TR

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AAPL

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$63.7M
ETHA

ISHARES TR

$63.3M
ETHA

ISHARES TR

$57.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.2M
AAPL

APPLE INC

$55.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.6M