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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → MSFT
PENSION & WEALTH MANAGEMENT ADVISORS, INC. MSFT Position History
Microsoft Corporation • Technology
Quarters held
16
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $627K |
| Q1 2023 | $747K |
| Q2 2023 | $848K |
| Q3 2023 | $786K |
| Q4 2023 | $1.1M |
| Q1 2024 | $1.3M |
| Q2 2024 | $1.3M |
| Q3 2024 | $1.5M |
| Q4 2024 | $1.6M |
| Q1 2025 | $1.9M |
| Q2 2025 | $2.3M |
| Q3 2025 | $2.4M |
| Q4 2025 | $3M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.5M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 9.6K | — | — |
| Q2 2026 | $2.5M | 6.8K | — | — |
| Q1 2026 | $2.4M | 6.5K | — | — |
| Q4 2025 | $3M | 6.3K | — | — |
| Q3 2025 | $2.4M | 4.7K | — | — |
| Q2 2025 | $2.3M | 4.6K | — | — |
| Q1 2025 | $1.9M | 5.2K | — | — |
| Q4 2024 | $1.6M | 3.8K | — | — |
| Q3 2024 | $1.5M | 3.4K | — | — |
| Q2 2024 | $1.3M | 3.0K | — | — |
| Q1 2024 | $1.3M | 3.0K | — | — |
| Q4 2023 | $1.1M | 2.8K | — | — |
| Q3 2023 | $786K | 2.5K | — | — |
| Q2 2023 | $848K | 2.5K | — | — |
| Q1 2023 | $747K | 2.6K | — | — |
| Q4 2022 | $627K | 2.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF