Back to MSFT

Michels Family Financial, LLC → MSFT

Michels Family Financial, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$1.4M
Q1 2026$1.2M
Q2 2026$1.3M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M3.7K——
Q2 2026$1.3M3.4K——
Q1 2026$1.2M3.2K——
Q4 2025$1.4M2.9K——
Q3 2025$1.3M2.4K——

Other funds holding MSFT

Other Michels Family Financial, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$10.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.2M
SPY

SPDR S&P 500 ETF TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.4M
SPY

SPDR S&P 500 ETF TR

$8.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M