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Charles Schwab · MSFT Holdings Trend

Microsoft · SEC 13F

Charles Schwab Holdings of MSFT by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q145.4M$19.1B
2024Q246.6M$20.8B+9.3%
2024Q347.2M$20.3B-2.4%
2024Q449.1M$20.7B+1.7%
2025Q149.3M$18.5B-10.6%
2025Q250.8M$25.3B+36.6%
2025Q3100.0M$44.8B+77.2%
2025Q451.0M$24.6B-44.9%
2026Q152.5M$19.4B-21.1%

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Data source: SEC EDGAR Form 13F