Microsoft Corporation shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104M | 200k | 517.96 |
| 2025-06-30 | $74M | 149k | 498.26 |
| 2025-03-31 | $54M | 145k | 375.39 |
| 2024-12-31 | $43M | 101k | 421.62 |
| 2024-09-30 | $14M | 32k | 430.21 |
| 2024-06-30 | $13M | 29k | 447.15 |
| 2024-03-31 | $9.9M | 24k | 420.72 |
| 2023-12-31 | $3.0M | 8.0k | 376.04 |