MSFT — MICROSOFT CORP

Ownership history in COBBLESTONE CAPITAL ADVISORS LLC /NY/  ·  107 quarters on record

AI Ownership Summary

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported MICROSOFT CORP (MSFT) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.41% in 2024 Q2. The latest visible filing shows MSFT at 3.13% 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 COBBLESTONE CAPITAL ADVISORS LLC /NY/'s position in MICROSOFT CORP, 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 Q3

MSFT was reported at 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.41% 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 Q3

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.

MSFT stock page COBBLESTONE CAPITAL ADVISORS LLC /NY/ fund profile COBBLESTONE CAPITAL ADVISORS LLC /NY/ full holdings
How COBBLESTONE CAPITAL ADVISORS LLC /NY/ held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 125,801 -974 -0.8% 3.13% $65.2M 2025-11-14 (Est.) $508.07
2025 Q2 ADDED 126,775 +2,067 +1.7% 3.23% $63.1M 2025-08-01 $521.08
2025 Q1 ADDED 124,708 +350 +0.3% 2.56% $46.8M 2025-05-12 $445.85
2024 Q4 REDUCED 124,358 -54 -0.0% 2.86% $52.4M 2025-02-05 $409.33
2024 Q3 ADDED 124,412 +697 +0.6% 3.00% $53.5M 2024-11-14 $421.95
2024 Q2 REDUCED 123,715 -509 -0.4% 3.41% $55.3M 2024-08-06 $394.28
2024 Q1 REDUCED 124,224 -3,091 -2.4% 3.29% $52.3M 2024-05-03 $400.51
2023 Q4 REDUCED 127,315 -1,765 -1.4% 3.15% $47.9M 2024-02-09 $413.43
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03%

FAQ About COBBLESTONE CAPITAL ADVISORS 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 COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported owning MSFT?

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported MSFT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for MSFT was 3.41% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q3, when COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 125,801 shares, equal to 3.13% of portfolio, with an estimated market value of $65.2M.

What does the chart on this MSFT ownership page compare?

The chart compares COBBLESTONE CAPITAL ADVISORS 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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