MSFT MICROSOFT

Ownership history in Bear Mountain Capital, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bear Mountain Capital, Inc. reported a position in MICROSOFT (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
0.58% (2025 Q2)
Avg. % of fund
0.46%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,021 -136 -4.3% 0.45% $1.4M $482.52
2025 Q3 REDUCED 3,157 -4 -0.1% 0.55% $1.6M $515.81
2025 Q2 REDUCED 3,161 -38 -1.2% 0.58% $1.6M $494.54
2025 Q1 ADDED 3,199 +953 +42.4% 0.49% $1.3M $372.54
2024 Q4 REDUCED 2,246 -66 -2.9% 0.39% $1.0M $417.46
2024 Q3 UNCHANGED 2,312 0% 0.38% $968K $425.32
2024 Q2 REDUCED 2,312 -1 -0.0% 0.43% $1.0M $440.99
2024 Q1 REDUCED 2,313 -294 -11.3% 0.41% $953K $414.36
2023 Q4 INITIATED 2,607 0.43% $1.0M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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