Ownership history in CFM WEALTH PARTNERS LLC · 24 quarters on record
This page tracks every 13F SEC filing in which CFM WEALTH PARTNERS LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 51,165 | -258 | -0.5% | 3.57% | $24.7M | $482.52 |
| 2025 Q3 | ADDED | 51,423 | +981 | +1.9% | 3.87% | $26.6M | $515.81 |
| 2025 Q2 | ADDED | 50,442 | +242 | +0.5% | 3.99% | $25.1M | $494.54 |
| 2025 Q1 | ADDED | 50,200 | +480 | +1.0% | 3.32% | $18.8M | $372.54 |
| 2024 Q4 | ADDED | 49,720 | +1,464 | +3.0% | 3.53% | $21.0M | $417.46 |
| 2024 Q3 | REDUCED | 48,256 | -1,521 | -3.1% | 4.08% | $20.3M | $425.32 |
| 2024 Q2 | ADDED | 49,777 | +1,368 | +2.8% | 4.09% | $22.2M | $440.99 |
| 2024 Q1 | ADDED | 48,409 | +1,345 | +2.9% | 4.09% | $20.4M | $414.36 |
| 2023 Q4 | ADDED | 47,064 | +184 | +0.4% | 4.00% | $17.7M | $369.67 |
| 2023 Q3 | ADDED | 46,880 | +2,062 | +4.6% | 3.88% | $14.8M | $309.77 |
As of 2025 Q4 — sorted by position size