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Heirloom Wealth Management → MSFT
Heirloom Wealth Management MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$26.6M
Q3 2026
Peak value
$28M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28M |
| Q4 2025 | $26.6M |
| Q1 2026 | $23.7M |
| Q2 2026 | $27.9M |
| Q3 2026 | $26.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.6M | 51.8K | — | — |
| Q2 2026 | $27.9M | 74.9K | — | — |
| Q1 2026 | $23.7M | 64.1K | — | — |
| Q4 2025 | $26.6M | 55.0K | — | — |
| Q3 2025 | $28M | 54.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B