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StrongBox Wealth, LLC → MSFT

StrongBox Wealth, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.4M
Q1 2026$8.2M
Q2 2026$8.1M
Q3 2026$10.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.5M20.4K——
Q2 2026$8.1M21.8K——
Q1 2026$8.2M22.2K——
Q4 2025$10.4M21.6K——

Other funds holding MSFT

Other StrongBox Wealth, LLC positions

JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

$33M
JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

$31.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$30.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$30.1M
BLK

ISHARES 1-3 YEAR TREASURY BOND ETF

$15M
BLK

ISHARES TR

$14.7M
GOOGN

ALPHABET INC CAP STK CL A

$14.1M
COF-PN

CAPITAL GROUP INTERNATIONAL EQUITY ETF

$14M
StrongBox Wealth, LLC MSFT Holdings: 13F Position History | Track13F