MSFT Microsoft Corp COM

Ownership history in CULBERTSON A N & CO INC  ·  89 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported Microsoft Corp COM (MSFT) in 89 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.92% in 2024 Q2. The latest visible filing shows MSFT at 5.44% 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 CULBERTSON A N & CO INC's position in Microsoft Corp COM, 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 Q4

MSFT was reported at 5.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.92% 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 Q4

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.

How CULBERTSON A N & CO INC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 81,982 -198 -0.2% 5.44% $39.6M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 82,180 -2,112 -2.5% 6.02% $42.6M 2025-10-24 $521.44
2025 Q2 REDUCED 84,292 -1,456 -1.7% 6.44% $41.9M 2025-08-11 $518.76
2025 Q1 REDUCED 85,748 -950 -1.1% 5.14% $32.2M 2025-05-15 $450.51
2024 Q4 REDUCED 86,698 -1,170 -1.3% 5.81% $36.5M 2025-01-16 $420.51
2024 Q3 REDUCED 87,868 -826 -0.9% 6.09% $37.8M 2024-10-16 $411.31
2024 Q2 REDUCED 88,694 -2,490 -2.7% 6.92% $39.6M 2024-07-30 $417.28
2024 Q1 REDUCED 91,184 -3,062 -3.2% 6.62% $38.4M 2024-04-30 $383.44
2023 Q4 REDUCED 94,246 -747 -0.8% 6.59% $35.4M 2024-01-19 $391.92
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CULBERTSON A N & CO INC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CULBERTSON A N & CO INC reported owning MSFT?

CULBERTSON A N & CO INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for MSFT was 6.92% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when CULBERTSON A N & CO INC reported 81,982 shares, equal to 5.44% of portfolio, with an estimated market value of $39.6M.

What does the chart on this MSFT ownership page compare?

The chart compares CULBERTSON A N & CO INC'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.

← Back to CULBERTSON A N & CO INC Holdings