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Strategic Wealth Investment Group, LLC → MSFT
Strategic Wealth Investment Group, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
6
Latest value
$24.7M
Q3 2026
Peak value
$44.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $44.2M |
| Q4 2025 | $28.2M |
| Q1 2026 | $23.8M |
| Q2 2026 | $20.2M |
| Q3 2026 | $24.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.7M | 48.1K | — | — |
| Q2 2026 | $20.2M | 54.2K | — | — |
| Q1 2026 | $23.8M | 64.4K | — | — |
| Q4 2025 | $28.2M | 58.2K | — | — |
| Q3 2025 | $44.2M | 85.4K | — | — |
| Q3 2025 | $250K | 5.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B