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Microsoft Corporation shares owned by Lee-Kelleher Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Lee-Kelleher Wealth Management from 13F filings

Historical chart of Lee-Kelleher Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Lee-Kelleher Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 516 483.62
2025-09-30 $267k 516 517.95
2025-06-30 $260k 522 497.41
2024-12-31 $218k 516 421.50

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Lee-Kelleher Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Northern Trust
Capital Research Global Investors
Capital World Investors
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Wellington Management Company

View all funds holding Microsoft Corporation