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Kathmere Capital Management, LLC → MSFT

Kathmere Capital Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$26.2M
Q3 2026
Peak value
$26.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$545K
Q3 2025$18.2M
Q4 2025$589K
Q4 2025$19.4M
Q1 2026$623K
Q1 2026$16.1M
Q2 2026$633K
Q2 2026$17.1M
Q3 2026$598K
Q3 2026$26.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$26.2M51.0K——
Q3 2026$598K10.7K——
Q2 2026$17.1M45.9K——
Q2 2026$633K11.7K——
Q1 2026$16.1M43.5K——
Q1 2026$623K11.8K——
Q4 2025$19.4M40.1K——
Q4 2025$589K11.8K——
Q3 2025$18.2M35.2K——
Q3 2025$545K11.8K——

Other funds holding MSFT

Other Kathmere Capital Management, LLC positions

ETHA

ISHARES TR

$91.1M
ETHA

ISHARES TR

$85.4M
VGES

VANGUARD TAX-MANAGED FDS

$81.6M
VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD INDEX FDS

$69.9M
ETHA

ISHARES TR

$65.4M
VGES

VANGUARD TAX-MANAGED FDS

$64.7M
ETHA

ISHARES TR

$63.5M