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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC → MSFT
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$4.2M
Q3 2026
Peak value
$20.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.5M |
| Q3 2025 | $2.9M |
| Q4 2025 | $19.4M |
| Q4 2025 | $2.8M |
| Q1 2026 | $19.7M |
| Q1 2026 | $2.2M |
| Q2 2026 | $20.4M |
| Q2 2026 | $2.2M |
| Q3 2026 | $20.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 8.1K | — | — |
| Q3 2026 | $20.8M | 372.7K | — | — |
| Q2 2026 | $2.2M | 5.9K | — | — |
| Q2 2026 | $20.4M | 377.4K | — | — |
| Q1 2026 | $2.2M | 5.9K | — | — |
| Q1 2026 | $19.7M | 373.3K | — | — |
| Q4 2025 | $2.8M | 5.8K | — | — |
| Q4 2025 | $19.4M | 389.0K | — | — |
| Q3 2025 | $2.9M | 5.7K | — | — |
| Q3 2025 | $18.5M | 401.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B