MSFT — Microsoft Corp Wash COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  108 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Microsoft Corp Wash COM (MSFT) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.25% in 2024 Q2. The latest visible filing shows MSFT at 5.18% 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 BALDWIN WEALTH PARTNERS LLC/MA's position in Microsoft Corp Wash 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
2025 Q4

MSFT was reported at 5.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.25% in 2024 Q2

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 2025 Q4

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.

MSFT stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 167,441 -646 -0.4% 5.18% $81.0M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 168,087 -3,178 -1.9% 5.67% $87.1M 2025-10-14 $511.44
2025 Q2 REDUCED 171,265 -28,688 -14.3% 5.79% $85.2M 2025-07-24 $507.93
2025 Q1 ADDED 199,953 +2,171 +1.1% 5.27% $75.1M 2025-04-14 $384.86
2024 Q4 ADDED 197,782 +8,695 +4.6% 5.76% $83.4M 2025-01-22 $441.92
2024 Q3 ADDED 189,087 +9,714 +5.4% 5.55% $81.4M 2024-10-16 $411.31
2024 Q2 REDUCED 179,373 -8,458 -4.5% 6.25% $80.2M 2024-07-12 $447.50
2024 Q1 REDUCED 187,831 -6,787 -3.5% 5.95% $79.0M 2024-04-12 $415.52
2023 Q4 REDUCED 194,618 -311 -0.2% 5.75% $73.2M 2024-01-08 $368.34
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Palidye Holdings (Caymans) Ltd 30.37% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% True Blue (BVI) Ltd 28.22% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and MSFT

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning MSFT?

BALDWIN WEALTH PARTNERS LLC/MA reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for MSFT was 6.25% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 167,441 shares, equal to 5.18% of portfolio, with an estimated market value of $81.0M.

What does the chart on this MSFT ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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.

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