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VALLEY WEALTH MANAGERS, INC. → MSFT
VALLEY WEALTH MANAGERS, INC. MSFT Position History
Microsoft Corporation • Technology
Quarters held
16
Latest value
$36.4M
Q3 2026
Peak value
$36.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20K |
| Q3 2025 | $3.3M |
| Q3 2025 | $34.5M |
| Q4 2025 | $10K |
| Q4 2025 | $18K |
| Q4 2025 | $3.1M |
| Q4 2025 | $33.1M |
| Q1 2026 | $8K |
| Q1 2026 | $1.8M |
| Q1 2026 | $26.1M |
| Q2 2026 | $8K |
| Q2 2026 | $1.8M |
| Q2 2026 | $26.3M |
| Q3 2026 | $11K |
| Q3 2026 | $2.4M |
| Q3 2026 | $36.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.4M | 71.0K | — | — |
| Q3 2026 | $2.4M | 4.8K | — | — |
| Q3 2026 | $11K | 21 | — | — |
| Q2 2026 | $26.3M | 70.5K | — | — |
| Q2 2026 | $1.8M | 4.7K | — | — |
| Q2 2026 | $8K | 21 | — | — |
| Q1 2026 | $26.1M | 70.6K | — | — |
| Q1 2026 | $1.8M | 4.8K | — | — |
| Q1 2026 | $8K | 21 | — | — |
| Q4 2025 | $33.1M | 68.5K | — | — |
| Q4 2025 | $3.1M | 6.3K | — | — |
| Q4 2025 | $18K | 38 | — | — |
| Q4 2025 | $10K | 21 | — | — |
| Q3 2025 | $34.5M | 66.6K | — | — |
| Q3 2025 | $3.3M | 6.3K | — | — |
| Q3 2025 | $20K | 38 | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM