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XML Financial, LLC → MSFT

XML Financial, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$28.4M
Q3 2026
Peak value
$28.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$26.7M
Q1 2026$20.8M
Q2 2026$21.6M
Q3 2026$28.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.4M55.4K——
Q2 2026$21.6M57.8K——
Q1 2026$20.8M56.1K——
Q4 2025$26.7M55.2K——

Other funds holding MSFT

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M