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Independent Solutions Wealth Management, LLC → MSFT

Independent Solutions Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$11.1M
Q3 2026
Peak value
$11.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$11M
Q1 2026$9.4M
Q2 2026$8M
Q3 2026$11.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.1M21.7K——
Q2 2026$8M21.5K——
Q1 2026$9.4M25.4K——
Q4 2025$11M22.8K——

Other funds holding MSFT

Other Independent Solutions Wealth Management, LLC positions

AAPL

APPLE INC

$28.3M
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$24.5M
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$23.5M
AAPL

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$22.2M
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APPLE INC

$21.6M
NVDA

NVIDIA CORPORATION

$20.5M
ETHA

ISHARES TR

$20.1M
NVDA

NVIDIA CORPORATION

$19M