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Smith Salley Wealth Management → MSFT

Smith Salley Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$133.4M
Q3 2026
Peak value
$133.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$114.8M
Q1 2026$89.3M
Q2 2026$90.9M
Q3 2026$133.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$133.4M260.1K——
Q2 2026$90.9M243.7K——
Q1 2026$89.3M241.1K——
Q4 2025$114.8M237.3K——

Other funds holding MSFT

Other Smith Salley Wealth Management positions

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NVDA

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$105.7M