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Wagner Wealth Management, LLC → MSFT

Wagner Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.8M
Q1 2026$4.5M
Q2 2026$4.5M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M12.7K——
Q2 2026$4.5M12.2K——
Q1 2026$4.5M12.2K——
Q4 2025$5.8M12.0K——

Other funds holding MSFT

Other Wagner Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$48.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$47.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$41.7M
PDI

PIMCO ETF TR

$41.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$40.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.3M
FPF

FIRST TR EXCHNG TRADED FD VI

$28M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$27.3M