Back to MSFT
Lord & Richards Wealth Management, LLC → MSFT
Lord & Richards Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
28
Latest value
$3K
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $314K |
| Q3 2025 | $1.2M |
| Q3 2025 | $506K |
| Q3 2025 | $284K |
| Q3 2025 | $15K |
| Q3 2025 | $198K |
| Q3 2025 | $49K |
| Q4 2025 | $1M |
| Q4 2025 | $344K |
| Q4 2025 | $305K |
| Q4 2025 | $10K |
| Q4 2025 | $165K |
| Q4 2025 | $41K |
| Q1 2026 | $1.1M |
| Q1 2026 | $304K |
| Q1 2026 | $371K |
| Q1 2026 | $8K |
| Q1 2026 | $220K |
| Q1 2026 | $43K |
| Q2 2026 | $1.5M |
| Q2 2026 | $336K |
| Q2 2026 | $10K |
| Q2 2026 | $223K |
| Q3 2026 | $2.1M |
| Q3 2026 | $435K |
| Q3 2026 | $24K |
| Q3 2026 | $211K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 5 | — | — |
| Q3 2026 | $211K | 412 | — | — |
| Q3 2026 | $24K | 46 | — | — |
| Q3 2026 | $435K | 848 | — | — |
| Q3 2026 | $2.1M | 4.1K | — | — |
| Q2 2026 | $223K | 597 | — | — |
| Q2 2026 | $10K | 28 | — | — |
| Q2 2026 | $336K | 901 | — | — |
| Q2 2026 | $1.5M | 4.1K | — | — |
| Q1 2026 | $43K | 117 | — | — |
| Q1 2026 | $220K | 594 | — | — |
| Q1 2026 | $8K | 21 | — | — |
| Q1 2026 | $371K | 1.0K | — | — |
| Q1 2026 | $304K | 822 | — | — |
| Q1 2026 | $1.1M | 2.9K | — | — |
| Q4 2025 | $41K | 85 | — | — |
| Q4 2025 | $165K | 340 | — | — |
| Q4 2025 | $10K | 20 | — | — |
| Q4 2025 | $305K | 630 | — | — |
| Q4 2025 | $344K | 711 | — | — |
| Q4 2025 | $1M | 2.1K | — | — |
| Q3 2025 | $49K | 94 | — | — |
| Q3 2025 | $198K | 383 | — | — |
| Q3 2025 | $15K | 28 | — | — |
| Q3 2025 | $284K | 548 | — | — |
| Q3 2025 | $506K | 976 | — | — |
| Q3 2025 | $1.2M | 2.3K | — | — |
| Q3 2025 | $314K | 607 | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B