Back to MSFT

Todd Wealth Management, LLC → MSFT

Todd Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
3
Latest value
$1.9M
Q2 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$1.4M
Q2 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$1.9M5.0K——
Q1 2026$1.4M3.8K——
Q4 2025$1.8M3.7K——

Other funds holding MSFT

Other Todd Wealth Management, LLC positions

BSTZ

BLACKROCK SCIENCE & TECHNOLO

$7.9M
NVDA

NVIDIA CORPORATION

$7.9M
RMT

ROYCE MICRO-CAP TR INC

$7M
NVDA

NVIDIA CORPORATION

$6.8M
NVDA

NVIDIA CORPORATION

$6.6M
BSTZ

BLACKROCK SCIENCE & TECHNOLO

$5.9M
CET

CENTRAL SECS CORP

$5.6M
BSTZ

BLACKROCK SCIENCE & TECHNOLO

$5.5M