Back to MSFT
Perigon Wealth Management, LLC → MSFT
Perigon Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$86.9M
Q3 2026
Peak value
$88.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.9M |
| Q4 2025 | $88.3M |
| Q1 2026 | $7.3M |
| Q1 2026 | $69.6M |
| Q2 2026 | $8.2M |
| Q2 2026 | $70.2M |
| Q3 2026 | $8.8M |
| Q3 2026 | $86.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $86.9M | 169.4K | — | — |
| Q3 2026 | $8.8M | 157.9K | — | — |
| Q2 2026 | $70.2M | 188.2K | — | — |
| Q2 2026 | $8.2M | 152.5K | — | — |
| Q1 2026 | $69.6M | 187.9K | — | — |
| Q1 2026 | $7.3M | 139.3K | — | — |
| Q4 2025 | $88.3M | 182.5K | — | — |
| Q4 2025 | $6.9M | 138.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B