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HMV Wealth Advisors, LLC → MSFT
HMV Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q4 2025 | $1.1M |
| Q1 2026 | $6.9M |
| Q1 2026 | $860K |
| Q2 2026 | $7M |
| Q2 2026 | $1M |
| Q3 2026 | $7.2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 3.8K | — | — |
| Q3 2026 | $7.2M | 128.9K | — | — |
| Q2 2026 | $1M | 2.8K | — | — |
| Q2 2026 | $7M | 129.1K | — | — |
| Q1 2026 | $860K | 2.3K | — | — |
| Q1 2026 | $6.9M | 131.3K | — | — |
| Q4 2025 | $1.1M | 2.2K | — | — |
| Q4 2025 | $6.7M | 135.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B