BAKER BOYER NATIONAL BANK MSFT MICROSOFT COM

Ownership history in BAKER BOYER NATIONAL BANK  ·  94 quarters on record

AI Ownership Summary

BAKER BOYER NATIONAL BANK reported MICROSOFT COM (MSFT) in 94 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.92% in 2025 Q4. The latest visible filing shows MSFT at 2.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAKER BOYER NATIONAL BANK's position in MICROSOFT COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSFT was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAKER BOYER NATIONAL BANK held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,511 +495 +2.5% 2.28% $7.6M 2026-04-28 $428.32
2025 Q4 ADDED 20,016 +14,373 +254.7% 2.92% $9.7M 2026-02-03 $409.39
2025 Q3 REDUCED 34.8% -5.8% 5,643 -3,013 -34.8% 0.97% $2.9M 2025-11-05 $503.97
2025 Q2 REDUCED 8,656 -10 -0.1% 1.48% $4.3M 2025-07-28 $508.44
2025 Q1 ADDED 8,666 +357 +4.3% 1.20% $3.3M 2025-04-29 $390.20
2024 Q4 ADDED 8,309 +608 +7.9% 1.21% $3.5M 2025-01-23 $441.47
2024 Q3 REDUCED 12.5% -1.1% 7,701 -1,105 -12.5% 1.11% $3.3M 2024-10-18 $412.43
2024 Q2 REDUCED 13.3% -3.5% 8,806 -1,350 -13.3% 1.38% $3.9M 2024-08-07 $392.27
2024 Q1 REDUCED 10,156 -450 -4.2% 1.47% $4.3M 2024-04-12 $414.62
2023 Q4 REDUCED 10,606 -21 -0.2% 1.47% $4.0M 2024-01-12 $381.07
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAKER BOYER NATIONAL BANK and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAKER BOYER NATIONAL BANK reported owning MSFT?

BAKER BOYER NATIONAL BANK reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in BAKER BOYER NATIONAL BANK's portfolio?

The largest reported portfolio weight for MSFT was 2.92% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when BAKER BOYER NATIONAL BANK reported 20,511 shares, equal to 2.28% of portfolio, with an estimated market value of $7.6M.

What does the chart on this MSFT ownership page compare?

The chart compares BAKER BOYER NATIONAL BANK's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAKER BOYER NATIONAL BANK time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, BAKER BOYER NATIONAL BANK correctly timed 51 out of 86 reported position changes (59%). The annualised alpha on MSFT relative to SPY over the holding period was +0.2%.

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