MSFT β€” MICROSOFT CORP

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  7 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported MICROSOFT CORP (MSFT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.17% in 2024 Q2. The latest visible filing shows MSFT at 3.55% 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 BROWN, LISLE/CUMMINGS, INC.'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
2025 Q4

MSFT was reported at 3.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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 BROWN, LISLE/CUMMINGS, INC. held MSFT β€” position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,775 +355 +1.2% 3.55% $14.4M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 29,420 -285 -1.0% 3.91% $15.2M 2025-10-10 $508.84
2025 Q2 REDUCED 29,705 -199 -0.7% 3.93% $14.8M 2025-07-16 $502.70
2025 Q1 ADDED 29,904 +76 +0.3% 3.25% $11.2M 2025-04-22 $364.03
2024 Q4 REDUCED 29,828 -40 -0.1% 3.75% $12.6M 2025-01-27 $430.40
2024 Q3 ADDED 29,868 +1,265 +4.4% 3.91% $12.9M 2024-10-18 $413.33
2024 Q2 INITIATED 28,603 β€” β€” 4.17% $12.8M 2024-07-17 $437.60

FAQ About BROWN, LISLE/CUMMINGS, 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 BROWN, LISLE/CUMMINGS, INC. reported owning MSFT?

BROWN, LISLE/CUMMINGS, INC. reported MSFT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MSFT position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for MSFT was 4.17% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BROWN, LISLE/CUMMINGS, INC. reported 29,775 shares, equal to 3.55% of portfolio, with an estimated market value of $14.4M.

What does the chart on this MSFT ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, 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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