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Stone Summit Wealth LLC → MSFT
Stone Summit Wealth LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$5.7M
Q3 2026
Peak value
$31.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q3 2025 | $31.9M |
| Q4 2025 | $9.6M |
| Q4 2025 | $29.8M |
| Q1 2026 | $10.5M |
| Q1 2026 | $22.8M |
| Q2 2026 | $10.8M |
| Q2 2026 | $23.1M |
| Q3 2026 | $11.5M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 11.1K | — | — |
| Q3 2026 | $11.5M | 206.2K | — | — |
| Q2 2026 | $23.1M | 61.9K | — | — |
| Q2 2026 | $10.8M | 200.2K | — | — |
| Q1 2026 | $22.8M | 61.5K | — | — |
| Q1 2026 | $10.5M | 198.6K | — | — |
| Q4 2025 | $29.8M | 61.6K | — | — |
| Q4 2025 | $9.6M | 192.1K | — | — |
| Q3 2025 | $31.9M | 61.6K | — | — |
| Q3 2025 | $8.5M | 183.5K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B