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Investmark Advisory Group LLC → MSFT
Investmark Advisory Group LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$3.3M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $2.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $2M |
| Q2 2026 | $4.6M |
| Q2 2026 | $2M |
| Q3 2026 | $4.8M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 6.4K | — | — |
| Q3 2026 | $4.8M | 86.3K | — | — |
| Q2 2026 | $2M | 5.5K | — | — |
| Q2 2026 | $4.6M | 85.1K | — | — |
| Q1 2026 | $2M | 5.4K | — | — |
| Q1 2026 | $4.4M | 83.5K | — | — |
| Q4 2025 | $2.7M | 5.5K | — | — |
| Q4 2025 | $4.2M | 84.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B