MSFT MICROSOFT CORP

Ownership history in AAF Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which AAF Wealth Management, 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
0.74% (2025 Q4)
Avg. % of fund
0.39%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,615 +1,220 +50.9% 0.74% $1.7M $482.52
2025 Q3 REDUCED 2,395 -21 -0.9% 0.56% $1.2M $515.81
2025 Q2 ADDED 2,416 +517 +27.2% 0.55% $1.2M $494.54
2025 Q1 ADDED 1,899 +260 +15.9% 0.38% $713K $372.54
2024 Q4 UNCHANGED 1,639 0% 0.35% $691K $417.46
2024 Q3 REDUCED 1,639 -135 -7.6% 0.36% $705K $425.32
2024 Q2 ADDED 1,774 +221 +14.2% 0.41% $793K $440.99
2024 Q1 REDUCED 1,553 -756 -32.7% 0.37% $653K $414.36
2023 Q4 ADDED 2,309 +742 +47.4% 0.51% $868K $369.67
2023 Q3 ADDED 1,567 +1 +0.1% 0.32% $495K $309.77
11 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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