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Microsoft Corporation shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 22k 430.34
2024-06-30 $9.4M 21k 447.01
2024-03-31 $8.9M 21k 420.76
2023-09-30 $6.7M 21k 315.76

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
International Assets Investment Management
Franklin Resources

View all funds holding Microsoft Corporation