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Microsoft Corporation shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 4.9k 517.95
2025-06-30 $2.4M 4.8k 497.41
2025-03-31 $1.8M 4.7k 375.39
2024-12-31 $920k 2.2k 421.50

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Microsoft Corporation

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

View all funds holding Microsoft Corporation