MSFT MICROSOFT CORP

Ownership history in CMC Financial Group  ·  29 quarters on record

This page tracks every 13F SEC filing in which CMC Financial Group 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
7.23% (2020 Q1)
Avg. % of fund
2.17%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,359 -20 -0.8% 2.04% $1.1M $482.52
2025 Q3 REDUCED 2,379 -30 -1.2% 2.28% $1.2M $515.81
2025 Q2 REDUCED 2,409 -17 -0.7% 2.74% $1.2M $494.54
2025 Q1 ADDED 2,426 +20 +0.8% 2.06% $911K $372.54
2024 Q4 REDUCED 2,406 -75 -3.0% 2.16% $1.0M $417.46
2024 Q3 REDUCED 2,481 -654 -20.9% 1.57% $1.1M $425.32
2024 Q2 ADDED 3,135 +28 +0.9% 2.33% $1.4M $440.99
2024 Q1 REDUCED 3,107 -269 -8.0% 1.84% $1.3M $414.36
2023 Q4 REDUCED 3,376 -1,442 -29.9% 1.75% $1.3M $369.67
2023 Q3 ADDED 4,818 +3 +0.1% 2.39% $1.5M $309.77
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to CMC Financial Group Holdings