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GRIMES & Co WEALTH MANAGEMENT, LLC → MSFT

GRIMES & Co WEALTH MANAGEMENT, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$91.9M
Q3 2026
Peak value
$91.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$197K
Q4 2025$83.2M
Q1 2026$276K
Q1 2026$64.2M
Q2 2026$368K
Q2 2026$65.8M
Q3 2026$515K
Q3 2026$91.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$91.9M179.1K——
Q3 2026$515K1.0K——
Q2 2026$65.8M176.5K——
Q2 2026$368K985——
Q1 2026$64.2M173.5K——
Q1 2026$276K746——
Q4 2025$83.2M172.0K——
Q4 2025$197K408——

Other funds holding MSFT

Other GRIMES & Co WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$357.7M
VGES

VANGUARD INDEX FDS

$357.2M
ETHA

ISHARES TR

$355.1M
VGES

VANGUARD INDEX FDS

$328.1M
ETHA

ISHARES TR

$323.9M
ETHA

ISHARES TR

$319.9M
VGES

VANGUARD INDEX FDS

$298.8M
VGES

VANGUARD INDEX FDS

$286.2M