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Glass Jacobson Investment Advisors llc → MSFT

Glass Jacobson Investment Advisors llc MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$2.2M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.1M
Q3 2025$2.2M
Q4 2025$5.7M
Q4 2025$2M
Q1 2026$6.3M
Q1 2026$1.6M
Q2 2026$6.3M
Q2 2026$1.6M
Q3 2026$6.6M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M4.2K——
Q3 2026$6.6M117.7K——
Q2 2026$1.6M4.2K——
Q2 2026$6.3M116.9K——
Q1 2026$1.6M4.3K——
Q1 2026$6.3M119.7K——
Q4 2025$2M4.2K——
Q4 2025$5.7M113.2K——
Q3 2025$2.2M4.2K——
Q3 2025$5.1M110.3K——

Other funds holding MSFT

Other Glass Jacobson Investment Advisors llc positions

CRDO

DIMENSIONAL ETF TRUST

$9.6M
CRDO

DIMENSIONAL ETF TRUST

$9.5M
CRDO

DIMENSIONAL ETF TRUST

$8.9M
VGES

VANGUARD BD INDEX FDS

$8.7M
VGES

VANGUARD BD INDEX FDS

$8.5M
CRDO

DIMENSIONAL ETF TRUST

$7.8M
CRDO

DIMENSIONAL ETF TRUST

$7.6M
FPF

FIRST TR EXCH TRADED FD III

$7.3M