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Walkner Condon Financial Advisors LLC → MSFT

Walkner Condon Financial Advisors LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$11.9M
Q3 2026
Peak value
$11.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.9M
Q1 2026$7.5M
Q2 2026$7.5M
Q3 2026$11.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.9M23.2K——
Q2 2026$7.5M20.1K——
Q1 2026$7.5M20.1K——
Q4 2025$9.9M20.5K——

Other funds holding MSFT

Other Walkner Condon Financial Advisors LLC positions

STT-PG

SPDR INDEX SHS FDS

$68.3M
STT-PG

SPDR INDEX SHS FDS

$57.7M
STT-PG

SPDR SERIES TRUST

$55.3M
STT-PG

SPDR INDEX SHS FDS

$49.9M
STT-PG

SPDR SERIES TRUST

$49.1M
STT-PG

SPDR INDEX SHS FDS

$48.3M
STT-PG

SPDR SERIES TRUST

$41.2M
STT-PG

SPDR SERIES TRUST

$40.6M
Walkner Condon Financial Advisors LLC MSFT Holdings: 13F Position History | Track13F