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Secure Asset Management, LLC → MSFT
Secure Asset Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$11.1M
Q3 2026
Peak value
$11.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $802K |
| Q4 2025 | $10.7M |
| Q1 2026 | $1.5M |
| Q1 2026 | $8.8M |
| Q2 2026 | $1.5M |
| Q2 2026 | $8.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 21.7K | — | — |
| Q3 2026 | $1.6M | 28.6K | — | — |
| Q2 2026 | $8.6M | 22.9K | — | — |
| Q2 2026 | $1.5M | 28.6K | — | — |
| Q1 2026 | $8.8M | 23.9K | — | — |
| Q1 2026 | $1.5M | 28.9K | — | — |
| Q4 2025 | $10.7M | 22.1K | — | — |
| Q4 2025 | $802K | 16.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B