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Lynch Investment Planning, LLC → MSFT

Lynch Investment Planning, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.2M
Q2 2026$1.1M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M3.0K——
Q2 2026$1.1M3.1K——
Q1 2026$1.2M3.1K——
Q4 2025$1.6M3.2K——

Other funds holding MSFT

Other Lynch Investment Planning, LLC positions

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SPY

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VGES

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$11.3M
SPY

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$11.1M