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LAKE STREET PRIVATE WEALTH, LLC → MSFT

LAKE STREET PRIVATE WEALTH, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$21.9M
Q3 2026
Peak value
$22.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22.3M
Q4 2025$21M
Q1 2026$15.8M
Q2 2026$15.9M
Q3 2026$21.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.9M42.7K——
Q2 2026$15.9M42.7K——
Q1 2026$15.8M42.7K——
Q4 2025$21M43.5K——
Q3 2025$22.3M43.1K——

Other funds holding MSFT

Other LAKE STREET PRIVATE WEALTH, LLC positions

VGES

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VANGUARD INDEX FDS

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VGES

VANGUARD INDEX FDS

$51.3M
NVDA

NVIDIA CORPORATION

$49.2M
VGES

VANGUARD INDEX FDS

$48.2M
NVDA

NVIDIA CORPORATION

$46.5M
AAPL

APPLE INC

$46.3M