MSFT — MICROSOFT CORPORATION

Ownership history in 1776 Wealth LLC · 25 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in MICROSOFT CORPORATION (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

4.06% (2024 Q2)

Avg. % of fund

2.6%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	18,627	+171	+0.9%	3.39%	$9.0M	$482.52
2025 Q3	REDUCED	18,456	-1,303	-6.6%	3.68%	$9.6M	$515.81
2025 Q2	ADDED	19,759	+399	+2.1%	4.05%	$9.8M	$494.54
2025 Q1	ADDED	19,360	+49	+0.3%	3.34%	$7.3M	$372.54

% of Fund (quarterly) MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%

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