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LJI Wealth Management, LLC → MSFT
LJI Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $308K |
| Q3 2025 | $4.4M |
| Q4 2025 | $2.2M |
| Q4 2025 | $4.2M |
| Q1 2026 | $564K |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.7M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 9.3K | — | — |
| Q2 2026 | $3.7M | 10.0K | — | — |
| Q1 2026 | $3.3M | 8.9K | — | — |
| Q1 2026 | $564K | 10.7K | — | — |
| Q4 2025 | $4.2M | 8.7K | — | — |
| Q4 2025 | $2.2M | 43.4K | — | — |
| Q3 2025 | $4.4M | 8.5K | — | — |
| Q3 2025 | $308K | 6.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B