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Lakeshore Financial Planning, Inc. → MSFT
Lakeshore Financial Planning, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$11M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $11.2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $10.4M |
| Q1 2026 | $3.5M |
| Q1 2026 | $7.7M |
| Q2 2026 | $3.5M |
| Q2 2026 | $7.9M |
| Q3 2026 | $3.6M |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 21.4K | — | — |
| Q3 2026 | $3.6M | 65.2K | — | — |
| Q2 2026 | $7.9M | 21.3K | — | — |
| Q2 2026 | $3.5M | 65.3K | — | — |
| Q1 2026 | $7.7M | 20.8K | — | — |
| Q1 2026 | $3.5M | 66.8K | — | — |
| Q4 2025 | $10.4M | 21.6K | — | — |
| Q4 2025 | $3.3M | 66.5K | — | — |
| Q3 2025 | $11.2M | 21.7K | — | — |
| Q3 2025 | $3M | 66.1K | — | — |
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