Back to MSFT
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → MSFT
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$12M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12M |
| Q4 2025 | $4.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 5.0K | — | — |
| Q3 2026 | $2.4M | 4.7K | — | — |
| Q2 2026 | $1.5M | 3.9K | — | — |
| Q2 2026 | $2.2M | 5.8K | — | — |
| Q1 2026 | $2.1M | 5.6K | — | — |
| Q1 2026 | $1.2M | 3.2K | — | — |
| Q4 2025 | $4.3M | 8.9K | — | — |
| Q4 2025 | $12M | 24.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B