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Trademark Financial Management, LLC → MSFT
Trademark Financial Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$14M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.9M |
| Q4 2025 | $2M |
| Q1 2026 | $10.5M |
| Q1 2026 | $1.8M |
| Q2 2026 | $12.8M |
| Q2 2026 | $1.6M |
| Q3 2026 | $14M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 4.2K | — | — |
| Q3 2026 | $14M | 251.1K | — | — |
| Q2 2026 | $1.6M | 4.4K | — | — |
| Q2 2026 | $12.8M | 237.1K | — | — |
| Q1 2026 | $1.8M | 4.8K | — | — |
| Q1 2026 | $10.5M | 198.1K | — | — |
| Q4 2025 | $2M | 4.1K | — | — |
| Q4 2025 | $7.9M | 157.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B