MSFT MICROSOFT CORP COM

Ownership history in CAPITAL COUNSEL LLC/NY  ·  94 quarters on record

AI Ownership Summary

CAPITAL COUNSEL LLC/NY reported MICROSOFT CORP COM (MSFT) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.31% in 2024 Q2. The latest visible filing shows MSFT at 8.94% 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 CAPITAL COUNSEL LLC/NY'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
2025 Q4

MSFT was reported at 8.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.31% 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
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 CAPITAL COUNSEL LLC/NY 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 484,008 -1,252 -0.3% 8.94% $234.1M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 485,260 -23,132 -4.6% 9.63% $251.3M 2025-11-13 $501.21
2025 Q2 REDUCED 508,392 -5,979 -1.2% 10.26% $252.9M 2025-08-13 $517.57
2025 Q1 ADDED 514,371 +218 +0.0% 8.55% $193.1M 2025-05-14 $449.50
2024 Q4 REDUCED 514,153 -1,319 -0.3% 9.26% $216.7M 2025-02-13 $406.61
2024 Q3 REDUCED 515,472 -1,019 -0.2% 9.54% $221.8M 2024-11-13 $420.28
2024 Q2 REDUCED 516,491 -2,058 -0.4% 10.31% $230.8M 2024-08-14 $411.30
2024 Q1 REDUCED 518,549 -891 -0.2% 10.02% $218.2M 2024-05-15 $417.44
2023 Q4 REDUCED 519,440 -8,181 -1.6% 9.60% $195.3M 2024-02-14 $403.30
85 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL COUNSEL LLC/NY and MSFT

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

How long has CAPITAL COUNSEL LLC/NY reported owning MSFT?

CAPITAL COUNSEL LLC/NY reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in CAPITAL COUNSEL LLC/NY's portfolio?

The largest reported portfolio weight for MSFT was 10.31% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL COUNSEL LLC/NY reported 484,008 shares, equal to 8.94% of portfolio, with an estimated market value of $234.1M.

What does the chart on this MSFT ownership page compare?

The chart compares CAPITAL COUNSEL LLC/NY'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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