MSFT MICROSOFT CORPORATION

Ownership history in Carroll Investors, Inc  ·  17 quarters on record

This page tracks every 13F SEC filing in which Carroll Investors, Inc reported a position in MICROSOFT CORPORATION (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
9.45% (2024 Q1)
Avg. % of fund
7.93%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,071 +946 +3.1% 7.18% $15.0M $482.52
2025 Q3 REDUCED 30,125 -1,299 -4.1% 7.55% $15.6M $515.81
2025 Q2 REDUCED 31,424 -423 -1.3% 8.28% $15.6M $494.54
2025 Q1 ADDED 31,847 +200 +0.6% 7.97% $12.0M $372.54
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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