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Laurel Wealth Planning LLC → MSFT
Laurel Wealth Planning LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$347K
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.5M |
| Q4 2025 | $278K |
| Q1 2026 | $8.1M |
| Q1 2026 | $245K |
| Q2 2026 | $9.5M |
| Q2 2026 | $271K |
| Q3 2026 | $9.9M |
| Q3 2026 | $347K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $347K | 677 | — | — |
| Q3 2026 | $9.9M | 177.4K | — | — |
| Q2 2026 | $271K | 726 | — | — |
| Q2 2026 | $9.5M | 176.0K | — | — |
| Q1 2026 | $245K | 661 | — | — |
| Q1 2026 | $8.1M | 152.6K | — | — |
| Q4 2025 | $278K | 575 | — | — |
| Q4 2025 | $5.5M | 109.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B