MSFT — MICROSOFT CORP COM

Ownership history in Braun-Bostich & Associates Inc.  ·  33 quarters on record

AI Ownership Summary

Braun-Bostich & Associates Inc. reported MICROSOFT CORP COM (MSFT) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.36% in 2023 Q4. The latest visible filing shows MSFT at 1.14% 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 Braun-Bostich & Associates Inc.'s position in MICROSOFT CORP 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
2026 Q1

MSFT was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.36% in 2023 Q4

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 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 Braun-Bostich & Associates Inc. fund profile Braun-Bostich & Associates Inc. full holdings
How Braun-Bostich & Associates 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,921 -1,545 -23.9% 1.14% $1.8M 2026-04-15 $411.22
2025 Q4 ADDED 6,466 +7 +0.1% 1.93% $3.1M 2026-01-14 $458.33
2025 Q3 REDUCED 6,459 -27 -0.4% 2.11% $3.3M 2025-11-03 $514.89
2025 Q2 REDUCED 6,486 -66 -1.0% 2.20% $3.2M 2025-07-08 $493.75
2025 Q1 REDUCED 6,552 -460 -6.6% 1.82% $2.5M 2025-04-15 $382.80
2024 Q4 REDUCED 7,012 -27 -0.4% 2.13% $3.0M 2025-01-17 $424.92
2024 Q3 ADDED 7,039 +40 +0.6% 2.11% $3.0M 2024-10-15 $413.90
2024 Q2 REDUCED 6,999 -2,032 -22.5% 2.33% $3.1M 2024-08-13 $408.49
2024 Q1 REDUCED 9,031 -860 -8.7% 3.18% $3.8M 2024-04-29 $396.17
2023 Q4 ADDED 9,891 +3,402 +52.4% 3.36% $3.7M 2024-01-29 $402.78
23 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

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% PICTET BANK & TRUST Ltd 3Y 7Y 10.11% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 10.01% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 9.76% Altrafin AG 9.56% Generate Investment Management Ltd 9.14%

FAQ About Braun-Bostich & Associates 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 Braun-Bostich & Associates Inc. reported owning MSFT?

Braun-Bostich & Associates Inc. reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in Braun-Bostich & Associates Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 3.36% in 2023 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Braun-Bostich & Associates Inc. reported 4,921 shares, equal to 1.14% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MSFT ownership page compare?

The chart compares Braun-Bostich & Associates 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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