MSFT MICROSOFT CORP

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in MICROSOFT CORP (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
10.49% (2024 Q2)
Avg. % of fund
7.49%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,275 -1,270 -3.1% 8.73% $17.8M $482.52
2025 Q3 REDUCED 40,545 -1,089 -2.6% 9.66% $19.4M $515.81
2025 Q2 REDUCED 41,634 -2,477 -5.6% 10.06% $19.3M $494.54
2025 Q1 ADDED 44,111 +81 +0.2% 8.15% $16.1M $372.54
2024 Q4 ADDED 44,030 +53 +0.1% 9.42% $18.2M $417.46
2024 Q3 ADDED 43,977 +42 +0.1% 9.51% $18.5M $425.32
2024 Q2 REDUCED 43,935 -1,304 -2.9% 10.49% $20.2M $440.99
2024 Q1 ADDED 45,239 +182 +0.4% 10.13% $19.0M $414.36
2023 Q4 REDUCED 45,057 -855 -1.9% 9.74% $16.9M $369.67
2023 Q3 ADDED 45,912 +406 +0.9% 9.07% $14.5M $309.77
23 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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