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J. Derek Lewis & Associates Inc. → MSFT
J. Derek Lewis & Associates Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$7.5M
Q3 2026
Peak value
$7.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $862K |
| Q4 2025 | $7.9M |
| Q1 2026 | $862K |
| Q1 2026 | $923K |
| Q1 2026 | $7.9M |
| Q1 2026 | $5.8M |
| Q2 2026 | $960K |
| Q2 2026 | $5.5M |
| Q3 2026 | $1M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 14.7K | — | — |
| Q3 2026 | $1M | 18.1K | — | — |
| Q2 2026 | $5.5M | 14.7K | — | — |
| Q2 2026 | $960K | 17.8K | — | — |
| Q1 2026 | $5.8M | 15.7K | — | — |
| Q1 2026 | $7.9M | 16.3K | — | — |
| Q1 2026 | $923K | 17.5K | — | — |
| Q1 2026 | $862K | 17.3K | — | — |
| Q4 2025 | $7.9M | 16.3K | — | — |
| Q4 2025 | $862K | 17.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other J. Derek Lewis & Associates Inc. positions
COF-PN
$52.1MCAPITAL GROUP CORE BALANCED
COF-PN
$50.8MCAPITAL GROUP CORE BALANCED
COF-PN
$42.6MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$32.1MCAPITAL GROUP DIVIDEND VALUE