MSFT — MICROSOFT CORP

Ownership history in BENJAMIN EDWARDS INC  ·  29 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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
3.65% (2024 Q2)
Avg. % of fund
1.67%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 393,787 +40,104 +11.3% 2.11% $190.5M $482.52
2025 Q3 ADDED 353,683 +32,058 +10.0% 2.07% $183.3M $515.81
2025 Q2 ADDED 321,625 +321,525 +321525.0% 2.04% $160.0M $494.54
2025 Q2 REDUCED 100 -299,869 -100.0% 0.00% $16K $494.54
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% of Fund (quarterly)    MSFT price (monthly, adj. close)

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% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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