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FULCRUM WEALTH ADVISORS, LLC → MSFT

FULCRUM WEALTH ADVISORS, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.3M
Q1 2026$7.7M
Q2 2026$8.4M
Q3 2026$10.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.9M21.3K——
Q2 2026$8.4M22.5K——
Q1 2026$7.7M20.8K——
Q4 2025$9.3M19.1K——

Other funds holding MSFT

Other FULCRUM WEALTH ADVISORS, LLC positions

SGOL

ETFS GOLD TR

$13.4M
PHYS

SPROTT ASSET MANAGEMENT LP

$12.1M
SGOL

ETFS GOLD TR

$11.6M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.4M
SGOL

ETFS GOLD TR

$11.3M
VGES

VANGUARD INTL EQUITY INDEX F

$11M
SGOL

ETFS GOLD TR

$10.2M
NVDA

NVIDIA CORPORATION

$8.4M