MSFT — MICROSOFT CORP COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  107 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in MICROSOFT CORP COMMON (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
4.16% (2025 Q2)
Avg. % of fund
2.01%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
107
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 117,451 +118 +0.1% 3.74% $56.8M $482.52
2025 Q3 REDUCED 117,333 -974 -0.8% 4.08% $60.8M $515.81
2025 Q2 REDUCED 118,307 -4,009 -3.3% 4.16% $58.8M $494.54
2025 Q1 ADDED 122,316 +2,702 +2.3% 3.55% $45.9M $372.54
103 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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