MSFT MICROSOFT CORP COM

Ownership history in Apriem Advisors  ·  72 quarters on record

This page tracks every 13F SEC filing in which Apriem Advisors 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
2.68% (2013 Q2)
Avg. % of fund
0.67%
First filed
2007 Q4
Last filed
2025 Q4
Quarters held
72
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,457 -416 -1.1% 1.66% $18.1M $482.52
2025 Q3 REDUCED 37,873 -862 -2.2% 1.86% $19.6M $515.81
2025 Q2 ADDED 38,735 +928 +2.5% 2.05% $19.3M $494.54
2025 Q1 REDUCED 37,807 -2,908 -7.1% 1.66% $14.2M $372.54
68 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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