MSFT MICROSOFT CORP

Ownership history in Cornerstone Wealth Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Group, 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
3.38% (2025 Q2)
Avg. % of fund
2.26%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,751 +6,328 +6.8% 3.26% $47.8M $482.52
2025 Q3 ADDED 92,423 +1,721 +1.9% 3.23% $47.9M $515.81
2025 Q2 ADDED 90,702 +18,625 +25.8% 3.38% $45.1M $494.54
2025 Q1 ADDED 72,077 +3,171 +4.6% 2.24% $27.1M $372.54
2024 Q4 ADDED 68,906 +3,276 +5.0% 2.37% $29.0M $417.46
2024 Q3 ADDED 65,630 +781 +1.2% 2.34% $28.2M $425.32
2024 Q2 ADDED 64,849 +2,808 +4.5% 2.58% $29.0M $440.99
2024 Q1 ADDED 62,041 +12,742 +25.8% 2.40% $26.1M $414.36
2023 Q4 REDUCED 49,299 -3,775 -7.1% 2.66% $18.5M $369.67
2023 Q3 ADDED 53,074 +4,621 +9.5% 2.97% $16.8M $309.77
18 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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