MSFT Microsoft COM

Ownership history in BURNEY CO/  ·  108 quarters on record

This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in Microsoft COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.23% (1999 Q4)
Avg. % of fund
1.5%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
108
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 162,488 +19,189 +13.4% 2.45% $78.6M $482.52
2025 Q3 ADDED 143,299 +17,041 +13.5% 2.36% $74.2M $515.81
2025 Q2 ADDED 126,258 +2,477 +2.0% 2.13% $62.8M $494.54
2025 Q1 REDUCED 123,781 -4,783 -3.7% 1.69% $46.5M $372.54
104 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to BURNEY CO/ Holdings