MSFT MICROSOFT CORP COM

Ownership history in Anchor Investment Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Anchor Investment Management, LLC reported a position in MICROSOFT CORP COM (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
4.57% (2024 Q2)
Avg. % of fund
4.04%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 103,953 +893 +0.9% 4.09% $50.3M $482.52
2025 Q3 ADDED 103,060 +381 +0.4% 4.42% $53.4M $515.81
2025 Q2 REDUCED 102,679 -2,351 -2.2% 4.48% $51.1M $494.54
2025 Q1 ADDED 105,030 +1,813 +1.8% 3.68% $39.4M $372.54
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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