Mittelman Wealth Management »

Microsoft Corporation shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 5.1k 446.95
2024-03-31 $2.1M 5.1k 420.72

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman Wealth Management

Top funds holding Microsoft Corporation

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

View all funds holding Microsoft Corporation