Back to MSFT

WESTCO ADVISORY SERVICES INC /ADV → MSFT

WESTCO ADVISORY SERVICES INC /ADV MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$6.8M
Q3 2026
Peak value
$7.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.1M
Q1 2026$5.4M
Q2 2026$4.9M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M13.2K——
Q2 2026$4.9M13.2K——
Q1 2026$5.4M14.6K——
Q4 2025$7.1M14.6K——

Other funds holding MSFT

Other WESTCO ADVISORY SERVICES INC /ADV positions

SPY

STATE STR SPDR S&P 500 ETF T

$28.1M
SPY

SPDR S&P 500 ETF TR

$27.7M
SPY

STATE STR SPDR S&P 500 ETF T

$27.7M
SPY

STATE STR SPDR S&P 500 ETF T

$25.8M
AAPL

APPLE INC

$19.3M
AAPL

APPLE INC

$17M
AAPL

APPLE INC

$17M
GS-PD

GOLDMAN SACHS GROUP INC

$15.5M