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Sterling Wealth Management, Inc. → MSFT
Sterling Wealth Management, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$2.4M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $2.4M |
| Q4 2025 | $5.9M |
| Q4 2025 | $2.2M |
| Q1 2026 | $6.1M |
| Q1 2026 | $1.7M |
| Q2 2026 | $6.3M |
| Q2 2026 | $1.7M |
| Q3 2026 | $6.6M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 4.7K | — | — |
| Q3 2026 | $6.6M | 118.2K | — | — |
| Q2 2026 | $1.7M | 4.7K | — | — |
| Q2 2026 | $6.3M | 116.4K | — | — |
| Q1 2026 | $1.7M | 4.6K | — | — |
| Q1 2026 | $6.1M | 116.2K | — | — |
| Q4 2025 | $2.2M | 4.6K | — | — |
| Q4 2025 | $5.9M | 118.3K | — | — |
| Q3 2025 | $2.4M | 4.5K | — | — |
| Q3 2025 | $5.2M | 111.9K | — | — |
Other funds holding MSFT
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$155.3B
$148.8B
$148.1B
$134.1B