Back to MSFT

Peterson Wealth Services → MSFT

Peterson Wealth Services MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$10M
Q3 2026
Peak value
$10M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.6M
Q4 2025$8M
Q1 2026$6.4M
Q2 2026$6.7M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M19.5K——
Q2 2026$6.7M17.9K——
Q1 2026$6.4M17.3K——
Q4 2025$8M16.5K——
Q3 2025$8.6M1.2K——

Other funds holding MSFT

Other Peterson Wealth Services positions

FIX

COMFORT SYSTEMS USA INCORPORATED

$31.9M
AAPL

APPLE INCORPORATED

$31.5M
NVDA

NVIDIA CORPORATION

$31.3M
VGES

VANGUARD GROWTH ETF

$28.3M
NVDA

NVIDIA CORPORATION

$27.4M
NVDA

NVIDIA CORPORATION

$27.2M
AAPL

APPLE INCORPORATED

$27M
FIX

COMFORT SYSTEMS USA INCORPORATED

$26.8M