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Garton & Associates Financial Advisors LLC → MSFT
Garton & Associates Financial Advisors LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$439K
Q1 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $573K |
| Q4 2025 | $974K |
| Q4 2025 | $29K |
| Q4 2025 | $3M |
| Q1 2026 | $2.7M |
| Q1 2026 | $738K |
| Q1 2026 | $439K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q1 2026 | $439K | 1.2K | — | — |
| Q1 2026 | $738K | 2.0K | — | — |
| Q1 2026 | $2.7M | 7.3K | — | — |
| Q4 2025 | $3M | 6.2K | — | — |
| Q4 2025 | $29K | 60 | — | — |
| Q4 2025 | $974K | 2.0K | — | — |
| Q4 2025 | $573K | 1.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B