MSFT MICROSOFT CORP

Ownership history in CHANNEL WEALTH LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which CHANNEL WEALTH LLC reported a position in MICROSOFT CORP (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
3.87% (2025 Q2)
Avg. % of fund
3.35%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,949 +1,098 +3.9% 3.54% $14.0M $482.52
2025 Q3 ADDED 27,851 +344 +1.3% 3.86% $14.4M $515.81
2025 Q2 ADDED 27,507 +44 +0.2% 3.87% $13.7M $494.54
2025 Q1 ADDED 27,463 +1,300 +5.0% 3.20% $10.3M $372.54
2024 Q4 ADDED 26,163 +4,002 +18.1% 3.59% $11.0M $417.46
2024 Q3 ADDED 22,161 +2,018 +10.0% 3.14% $9.5M $425.32
2024 Q2 ADDED 20,143 +1,040 +5.4% 3.26% $9.0M $440.99
2024 Q1 ADDED 19,103 +295 +1.6% 3.23% $8.0M $414.36
2023 Q4 ADDED 18,808 +1,704 +10.0% 3.34% $7.1M $369.67
2023 Q3 ADDED 17,104 +790 +4.8% 3.02% $5.4M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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