Back to MSFT
Guardian Wealth Management, LLC → MSFT
Guardian Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$236K
Q3 2026
Peak value
$13.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.8M |
| Q4 2025 | $359K |
| Q1 2026 | $13.7M |
| Q1 2026 | $283K |
| Q2 2026 | $13.8M |
| Q3 2026 | $13.9M |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 461 | — | — |
| Q3 2026 | $13.9M | 249.5K | — | — |
| Q2 2026 | $13.8M | 256.3K | — | — |
| Q1 2026 | $283K | 765 | — | — |
| Q1 2026 | $13.7M | 257.6K | — | — |
| Q4 2025 | $359K | 742 | — | — |
| Q4 2025 | $13.8M | 277.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B