Bishop & Co Investment Management, LLC MSFT MICROSOFT CORP

Ownership history in Bishop & Co Investment Management, LLC  ·  3 quarters on record

AI Ownership Summary

Bishop & Co Investment Management, LLC reported MICROSOFT CORP (MSFT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows MSFT at 0.07% 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.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bishop & Co Investment Management, LLC's position in MICROSOFT CORP, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

How Bishop & Co Investment Management, LLC 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 436 0% 0.07% $211K 2026-01-21 $442.14
2025 Q3 UNCHANGED 436 0% 0.08% $226K 2025-10-30 $522.45
2025 Q2 INITIATED 436 0.08% $217K 2025-08-14 $518.34

FAQ About Bishop & Co Investment Management, LLC and MSFT

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

How long has Bishop & Co Investment Management, LLC reported owning MSFT?

Bishop & Co Investment Management, LLC reported MSFT across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MSFT position in Bishop & Co Investment Management, LLC's portfolio?

The largest reported portfolio weight for MSFT was 0.08% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Bishop & Co Investment Management, LLC reported 436 shares, equal to 0.07% of portfolio, with an estimated market value of $211K.

What does the chart on this MSFT ownership page compare?

The chart compares Bishop & Co Investment Management, LLC'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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