MSFT — MICROSOFT CORP

Ownership history in Bison Wealth, LLC  ·  42 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, 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
3.95% (2022 Q3)
Avg. % of fund
2.16%
First filed
2014 Q4
Last filed
2024 Q4
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 24,845 -20,467 -45.2% 2.31% $10.5M $417.46
2024 Q3 REDUCED 45,312 -2,338 -4.9% 3.10% $19.5M $425.32
2024 Q2 UNCHANGED 47,650 — 0% 3.26% $20.0M $440.99
2024 Q1 ADDED 47,650 +270 +0.6% 3.26% $20.0M $414.36
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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