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
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Quarterly reported holdings in Microsoft Corporation by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $84M | 228k | 369.33 |
| 2025-12-31 | $101M | 208k | 483.63 |
| 2025-09-30 | $104M | 200k | 517.96 |
| 2025-06-30 | $73M | 146k | 497.41 |
| 2025-03-31 | $54M | 145k | 375.39 |
| 2024-12-31 | $55M | 133k | 412.22 |
| 2024-09-30 | $15M | 34k | 430.30 |
| 2024-06-30 | $13M | 29k | 447.15 |
| 2024-03-31 | $9.9M | 24k | 420.72 |
| 2023-12-31 | $3.0M | 8.0k | 376.04 |