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IFP Advisors, Inc MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$94.5M
Q3 2026
Peak value
$94.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $55.8M |
| Q3 2025 | $2.9M |
| Q3 2025 | $55.7M |
| Q4 2025 | $3.3M |
| Q4 2025 | $59.8M |
| Q1 2026 | $3.3M |
| Q1 2026 | $64.7M |
| Q2 2026 | $3.6M |
| Q2 2026 | $67.3M |
| Q3 2026 | $3.4M |
| Q3 2026 | $94.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94.5M | 184.2K | — | — |
| Q3 2026 | $3.4M | 60.8K | — | — |
| Q2 2026 | $67.3M | 180.5K | — | — |
| Q2 2026 | $3.6M | 66.3K | — | — |
| Q1 2026 | $64.7M | 174.8K | — | — |
| Q1 2026 | $3.3M | 63.0K | — | — |
| Q4 2025 | $59.8M | 123.6K | — | — |
| Q4 2025 | $3.3M | 66.9K | — | — |
| Q3 2025 | $55.7M | 107.6K | — | — |
| Q3 2025 | $2.9M | 63.1K | — | — |
| Q3 2025 | $55.8M | 107.7K | — | — |
| Q3 2025 | $2.9M | 63.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B