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HERITAGE INVESTORS MANAGEMENT CORP → MSFT
HERITAGE INVESTORS MANAGEMENT CORP MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$146.9M
Q3 2026
Peak value
$151.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $151.5M |
| Q4 2025 | $141.1M |
| Q1 2026 | $108.9M |
| Q2 2026 | $109M |
| Q3 2026 | $146.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $146.9M | 286.3K | — | — |
| Q2 2026 | $109M | 292.3K | — | — |
| Q1 2026 | $108.9M | 294.3K | — | — |
| Q4 2025 | $141.1M | 291.8K | — | — |
| Q3 2025 | $151.5M | 292.5K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B