MSFT MICROSOFT CORP

Ownership history in 626 Financial, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which 626 Financial, LLC reported a position in MICROSOFT CORP (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
5.45% (2025 Q2)
Avg. % of fund
3.58%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,199 -345 -1.7% 4.20% $9.8M $482.52
2025 Q3 ADDED 20,544 +14 +0.1% 4.67% $10.6M $515.81
2025 Q2 ADDED 20,530 +21 +0.1% 5.45% $10.2M $494.54
2025 Q1 ADDED 20,509 +1,446 +7.6% 3.96% $7.7M $372.54
2024 Q4 ADDED 19,063 +386 +2.1% 4.33% $8.0M $417.46
2024 Q3 REDUCED 18,677 -622 -3.2% 4.45% $8.0M $425.32
2024 Q2 ADDED 19,299 +53 +0.3% 4.99% $8.6M $440.99
2024 Q1 ADDED 19,246 +1,276 +7.1% 4.88% $8.1M $414.36
2023 Q4 ADDED 17,970 +4,247 +30.9% 4.47% $6.8M $369.67
2023 Q3 ADDED 13,723 +21 +0.2% 2.93% $4.3M $309.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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