MSFT MICROSOFT COM

Ownership history in BOWEN HANES & CO INC  ·  102 quarters on record

AI Ownership Summary

BOWEN HANES & CO INC reported MICROSOFT COM (MSFT) in 102 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.08% in 2025 Q3. The latest visible filing shows MSFT at 2.38% 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 BOWEN HANES & CO INC's position in MICROSOFT COM, 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 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2025 Q3

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.

How BOWEN HANES & CO INC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 196,541 -40,975 -17.3% 2.38% $95.1M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 237,516 -4,174 -1.7% 3.08% $123.0M 2025-11-10 $503.90
2025 Q2 ADDED 241,690 +2,345 +1.0% 3.03% $120.2M 2025-08-12 $526.18
2025 Q1 REDUCED 239,345 -1,007 -0.4% 2.50% $89.8M 2025-05-14 $449.50
2024 Q4 REDUCED 240,352 -689 -0.3% 2.72% $101.3M 2025-02-10 $408.27
2024 Q3 REDUCED 241,041 -2,067 -0.9% 2.72% $103.7M 2024-11-12 $418.14
2024 Q2 REDUCED 243,108 -2,658 -1.1% 3.01% $108.7M 2024-08-12 $401.38
2024 Q1 REDUCED 245,766 -4,261 -1.7% 2.95% $103.4M 2024-05-13 $407.47
2023 Q4 REDUCED 250,027 -2,809 -1.1% 2.83% $94.0M 2024-02-12 $408.23
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOWEN HANES & CO 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 BOWEN HANES & CO INC reported owning MSFT?

BOWEN HANES & CO INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in BOWEN HANES & CO INC's portfolio?

The largest reported portfolio weight for MSFT was 3.08% in 2025 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BOWEN HANES & CO INC reported 196,541 shares, equal to 2.38% of portfolio, with an estimated market value of $95.1M.

What does the chart on this MSFT ownership page compare?

The chart compares BOWEN HANES & CO 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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