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Wealth Management Partners, LLC → MSFT

Wealth Management Partners, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$11M
Q3 2026
Peak value
$11M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.6M
Q1 2026$8M
Q2 2026$8.5M
Q3 2026$11M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11M21.5K——
Q2 2026$8.5M22.7K——
Q1 2026$8M21.6K——
Q4 2025$10.6M22.0K——

Other funds holding MSFT

Other Wealth Management Partners, LLC positions

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$25.1M
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QQQ

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$21.5M