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HB Wealth Management, LLC → MSFT
HB Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
9
Latest value
$312.4M
Q3 2026
Peak value
$312.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $630K |
| Q4 2025 | $256.5M |
| Q4 2025 | $387K |
| Q1 2026 | $1.1M |
| Q1 2026 | $200.1M |
| Q2 2026 | $4.1M |
| Q2 2026 | $206.2M |
| Q3 2026 | $6.3M |
| Q3 2026 | $312.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $312.4M | 609.0K | — | — |
| Q3 2026 | $6.3M | 112.6K | — | — |
| Q2 2026 | $206.2M | 552.8K | — | — |
| Q2 2026 | $4.1M | 76.0K | — | — |
| Q1 2026 | $200.1M | 540.6K | — | — |
| Q1 2026 | $1.1M | 21.0K | — | — |
| Q4 2025 | $387K | 800 | — | — |
| Q4 2025 | $256.5M | 530.3K | — | — |
| Q4 2025 | $630K | 12.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B