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Simplicity Wealth,LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$47.8M
Q3 2026
Peak value
$47.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $577K |
| Q3 2025 | $28.6M |
| Q4 2025 | $832K |
| Q4 2025 | $23.4M |
| Q1 2026 | $879K |
| Q1 2026 | $19.7M |
| Q2 2026 | $749K |
| Q2 2026 | $32M |
| Q3 2026 | $738K |
| Q3 2026 | $47.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $47.8M | 93.3K | — | — |
| Q3 2026 | $738K | 13.2K | — | — |
| Q2 2026 | $32M | 85.8K | — | — |
| Q2 2026 | $749K | 13.9K | — | — |
| Q1 2026 | $19.7M | 53.2K | — | — |
| Q1 2026 | $879K | 16.6K | — | — |
| Q4 2025 | $23.4M | 48.5K | — | — |
| Q4 2025 | $832K | 16.7K | — | — |
| Q3 2025 | $28.6M | 55.3K | — | — |
| Q3 2025 | $577K | 12.5K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B