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Lodestone Wealth Management LLC → MSFT
Lodestone Wealth Management LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
18
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $41K |
| Q3 2025 | $7.3M |
| Q4 2025 | $2.3M |
| Q4 2025 | $39K |
| Q4 2025 | $6.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $31K |
| Q1 2026 | $4.9M |
| Q1 2026 | $31K |
| Q1 2026 | $4.9M |
| Q2 2026 | $2.4M |
| Q2 2026 | $26K |
| Q2 2026 | $4.9M |
| Q3 2026 | $2.7M |
| Q3 2026 | $33K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 14.4K | — | — |
| Q3 2026 | $33K | 65 | — | — |
| Q3 2026 | $2.7M | 47.9K | — | — |
| Q2 2026 | $4.9M | 13.2K | — | — |
| Q2 2026 | $26K | 70 | — | — |
| Q2 2026 | $2.4M | 44.8K | — | — |
| Q1 2026 | $4.9M | 13.2K | — | — |
| Q1 2026 | $31K | 85 | — | — |
| Q1 2026 | $4.9M | 13.2K | — | — |
| Q1 2026 | $31K | 85 | — | — |
| Q1 2026 | $2.4M | 46.2K | — | — |
| Q1 2026 | $2.4M | 46.2K | — | — |
| Q4 2025 | $6.1M | 12.6K | — | — |
| Q4 2025 | $39K | 80 | — | — |
| Q4 2025 | $2.3M | 45.2K | — | — |
| Q3 2025 | $7.3M | 14.1K | — | — |
| Q3 2025 | $41K | 80 | — | — |
| Q3 2025 | $2.2M | 46.9K | — | — |
Other funds holding MSFT
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