MSFT Microsoft Corp. com

Ownership history in Cohen Klingenstein LLC  ·  52 quarters on record

This page tracks every 13F SEC filing in which Cohen Klingenstein LLC reported a position in Microsoft Corp. com (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
5.31% (2024 Q2)
Avg. % of fund
2.05%
First filed
2013 Q1
Last filed
2025 Q4
Quarters held
52
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 285,500 0% 4.20% $138.1M $482.52
2025 Q3 UNCHANGED 285,500 0% 4.63% $147.9M $515.81
2025 Q2 UNCHANGED 285,500 0% 4.74% $142.0M $494.54
2025 Q1 UNCHANGED 285,500 0% 3.88% $107.2M $372.54
2024 Q4 REDUCED 285,500 -34,000 -10.6% 4.12% $120.3M $417.46
2024 Q3 REDUCED 319,500 -8,000 -2.4% 4.79% $137.5M $425.32
2024 Q2 UNCHANGED 327,500 0% 5.31% $146.4M $440.99
2024 Q1 UNCHANGED 327,500 0% 5.13% $137.8M $414.36
2023 Q4 UNCHANGED 327,500 0% 5.04% $123.2M $369.67
2023 Q3 UNCHANGED 327,500 0% 4.68% $103.4M $309.77
42 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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