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Lee Financial Co MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$4.4M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q3 2025 | $5.8M |
| Q4 2025 | $3.1M |
| Q4 2025 | $4.3M |
| Q1 2026 | $3.1M |
| Q1 2026 | $2.1M |
| Q2 2026 | $3.1M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.8M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 8.6K | — | — |
| Q3 2026 | $2.8M | 5.5K | — | — |
| Q2 2026 | $2.1M | 5.6K | — | — |
| Q2 2026 | $3.1M | 8.4K | — | — |
| Q1 2026 | $2.1M | 5.6K | — | — |
| Q1 2026 | $3.1M | 8.4K | — | — |
| Q4 2025 | $4.3M | 9.0K | — | — |
| Q4 2025 | $3.1M | 6.4K | — | — |
| Q3 2025 | $5.8M | 11.2K | — | — |
| Q3 2025 | $3.7M | 7.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B