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Persium Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
6
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 3.3K | — | — |
| Q2 2026 | $1.2M | 3.2K | — | — |
| Q2 2026 | $1.2M | 3.2K | — | — |
| Q1 2026 | $1.2M | 3.2K | — | — |
| Q4 2025 | $1.2M | 2.5K | — | — |
| Q3 2025 | $1.2M | 2.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Persium Advisors, LLC positions
SCHW-PJ
$38.5MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$38.5MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$38.2MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$34MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$33.5MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$31.6MSCHWAB INTERNATIONAL EQUITY ETF
OKE
$30.6MPGIM ULTRA SHORT BOND ETF
SCHW-PJ
$27.9MSCHWAB US LARGE CAP VALUE ETF