Bolthouse Investments, LLC MSFT — MICROSOFT CORP

Ownership history in Bolthouse Investments, LLC  ·  6 quarters on record

AI Ownership Summary

Bolthouse Investments, LLC reported MICROSOFT CORP (MSFT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.1% in 2025 Q2. The latest visible filing shows MSFT at 3.80% 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 Bolthouse Investments, 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
2026 Q1

MSFT was reported at 3.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.1% 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
2024 Q4 to 2026 Q1

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.

MSFT stock page Bolthouse Investments, LLC fund profile Bolthouse Investments, LLC full holdings
How Bolthouse Investments, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,365 — 0% 3.80% $4.2M 2026-04-28 $429.25
2025 Q4 UNCHANGED — — — 11,365 — 0% 4.89% $5.5M 2026-01-27 $479.49
2025 Q3 REDUCED 10.1% -5.8% ✅ 11,365 -1,283 -10.1% 5.34% $5.9M 2025-10-28 $539.83
2025 Q2 ADDED — — — 12,648 +151 +1.2% 6.10% $6.3M 2025-08-01 $521.08
2025 Q1 ADDED — — — 12,497 +122 +1.0% 4.89% $4.7M 2025-04-29 $391.05
2024 Q4 INITIATED — — — 12,375 — — 4.82% $5.2M 2025-02-14 $404.52

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% DDD Partners, LLC 3Y 7Y 29.42% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% BRIGHTON JONES LLC 3Y 7Y 13.15%

FAQ About Bolthouse Investments, 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 Bolthouse Investments, LLC reported owning MSFT?

Bolthouse Investments, LLC reported MSFT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MSFT position in Bolthouse Investments, LLC's portfolio?

The largest reported portfolio weight for MSFT was 6.10% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Bolthouse Investments, LLC reported 11,365 shares, equal to 3.80% of portfolio, with an estimated market value of $4.2M.

What does the chart on this MSFT ownership page compare?

The chart compares Bolthouse Investments, 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.

How well did Bolthouse Investments, LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, Bolthouse Investments, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MSFT relative to SPY over the holding period was -9.0%.

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