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KOM Wealth Management Group, LLC → MSFT

KOM Wealth Management Group, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.1M
Q4 2025$2.8M
Q1 2026$2.1M
Q2 2026$1.9M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M4.3K——
Q2 2026$1.9M5.1K——
Q1 2026$2.1M5.8K——
Q4 2025$2.8M5.9K——
Q3 2025$3.1M6.0K——

Other funds holding MSFT

Other KOM Wealth Management Group, LLC positions

VGES

VANGUARD INDEX FDS

$35.4M
VGES

VANGUARD INDEX FDS

$33.4M
VGES

VANGUARD INDEX FDS

$28.9M
VGES

VANGUARD INDEX FDS

$28.9M
VGES

VANGUARD INDEX FDS

$27.6M
ETHA

ISHARES TR

$15.7M
ETHA

ISHARES TR

$15.2M
ETHA

ISHARES TR

$14M