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Miller Financial Services LLC → MSFT

Miller Financial Services LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
6
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.1M
Q4 2025$55K
Q1 2026$971K
Q2 2026$2M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M6.4K——
Q2 2026$2M5.4K——
Q1 2026$971K2.6K——
Q4 2025$55K25——
Q4 2025$1.1M2.3K——
Q3 2025$1.6M3.2K——

Other funds holding MSFT

Other Miller Financial Services LLC positions

ETHA

ISHARES TR

$8.2M
PEP

PEPSICO INC

$7M
PEP

PEPSICO INC

$6.9M
ETHA

ISHARES TR

$6.5M
ETHA

ISHARES TR

$5.5M
ETHA

ISHARES TR

$5M
ETHA

ISHARES TR

$4.6M
ETHA

ISHARES TR

$4.6M