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Jacksonville Wealth Management, LLC → MSFT

Jacksonville Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.5M
Q1 2026$1.9M
Q2 2026$1.9M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M5.3K——
Q2 2026$1.9M5.0K——
Q1 2026$1.9M5.2K——
Q4 2025$2.5M5.1K——
Q3 2025$2.7M5.1K——

Other funds holding MSFT

Other Jacksonville Wealth Management, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$25.3M
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STATE STR SPDR S&P 500 ETF T

$22.6M
QQQ

INVESCO QQQ TR

$19M
SPY

STATE STR SPDR S&P 500 ETF T

$18.7M
SPY

SPDR S&P 500 ETF TR

$17.7M
QQQ

INVESCO QQQ TR

$17.6M
SPY

SPDR S&P 500 ETF TR

$16.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$16.5M