MSFT — Microsoft Corp Common

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  90 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Microsoft Corp Common (MSFT) in 90 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.92% in 2025 Q2. The latest visible filing shows MSFT at 4.37% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in Microsoft Corp Common, 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 4.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.92% 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
2023 Q4 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.

MSFT stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,185 -2,362 -5.7% 4.37% $18.9M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 41,547 +146 +0.4% 4.75% $21.5M 2025-11-12 $509.02
2025 Q2 REDUCED 41,401 -560 -1.3% 4.92% $20.6M 2025-08-12 $526.18
2025 Q1 ADDED 41,961 +89 +0.2% 3.91% $15.8M 2025-05-12 $445.85
2024 Q4 REDUCED 41,872 -216 -0.5% 4.33% $17.6M 2025-02-12 $405.12
2024 Q3 REDUCED 42,088 -564 -1.3% 4.25% $18.1M 2024-11-12 $418.14
2024 Q2 REDUCED 42,652 -844 -1.9% 4.82% $19.1M 2024-08-13 $408.49
2024 Q1 REDUCED 43,496 -1,545 -3.4% 4.52% $18.3M 2024-05-14 $410.26
2023 Q4 REDUCED 45,041 -1,388 -3.0% 4.50% $16.9M 2024-02-12 $408.23
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

Financial Insights, Inc. 3Y 7Y 7.8% HALL LAURIE J TRUSTEE 3Y 7Y 6.99% Employees Provident Fund Board 6.87% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 5.92% Hilltop National Bank 5.76% Adelphi Trust Co 5.24% Byrne Asset Management LLC 3Y 4.38% NEVILLE RODIE & SHAW INC 3Y 7Y 4.32% Somerset Trust Co 3Y 7Y 3.88% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 3.86%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and MSFT

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

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning MSFT?

BOSTON RESEARCH & MANAGEMENT INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MSFT was 4.92% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BOSTON RESEARCH & MANAGEMENT INC reported 39,185 shares, equal to 4.37% of portfolio, with an estimated market value of $18.9M.

What does the chart on this MSFT ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC'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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