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Gibbs Wealth Management → MSFT

Gibbs Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
12
Latest value
$17.7M
Q3 2026
Peak value
$17.7M
First seen
Q1 2024

Dollar value over time

Show data table
PeriodPosition value
Q1 2024$3.7M
Q1 2024$341K
Q2 2024$358K
Q2 2024$5.8M
Q3 2024$5.9M
Q4 2024$7.1M
Q1 2025$7.5M
Q3 2025$10M
Q4 2025$8.2M
Q1 2026$10.9M
Q2 2026$10.1M
Q3 2026$17.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.7M34.6K——
Q2 2026$10.1M27.2K——
Q1 2026$10.9M29.6K——
Q4 2025$8.2M17.1K——
Q3 2025$10M19.4K——
Q1 2025$7.5M20.1K——
Q4 2024$7.1M16.8K——
Q3 2024$5.9M13.6K——
Q2 2024$5.8M12.9K——
Q2 2024$358K802——
Q1 2024$341K811——
Q1 2024$3.7M8.8K——

Other funds holding MSFT

Other Gibbs Wealth Management positions

STT-PG

SPDR SERIES TRUST

$54.4M
STT-PG

SPDR SERIES TRUST

$46.2M
STT-PG

SPDR SERIES TRUST

$38.6M
STT-PG

SPDR INDEX SHS FDS

$38.5M
STT-PG

SPDR INDEX SHS FDS

$37.9M
STT-PG

SPDR SERIES TRUST

$33.4M
STT-PG

SPDR INDEX SHS FDS

$32.6M
NVDA

NVIDIA CORPORATION

$31.5M