MSFT — MICROSOFT CORP

Ownership history in Advisor Resource Council  ·  27 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council 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
3.74% (2024 Q3)
Avg. % of fund
1.29%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,079 +5,479 +342.4% 1.07% $3.0M $482.52
2025 Q2 REDUCED 1,600 -400 -20.0% 0.31% $796K $494.54
2025 Q2 REDUCED 2,000 -8,465 -80.9% 0.39% $995K $494.54
2025 Q2 REDUCED 10,465 -36,946 -77.9% 2.03% $5.2M $494.54
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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