CUTLER INVESTMENT COUNSEL LLC MSFT — MICROSOFT CORP COM COM

Ownership history in CUTLER INVESTMENT COUNSEL LLC  ·  67 quarters on record

AI Ownership Summary

CUTLER INVESTMENT COUNSEL LLC reported MICROSOFT CORP COM COM (MSFT) in 67 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.66% in 2024 Q2. The latest visible filing shows MSFT at 2.58% 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 CUTLER INVESTMENT COUNSEL LLC's position in MICROSOFT CORP COM 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
2026 Q1

MSFT was reported at 2.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.66% 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
2024 Q1 to 2026 Q1

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 CUTLER INVESTMENT COUNSEL LLC fund profile CUTLER INVESTMENT COUNSEL LLC full holdings
How CUTLER INVESTMENT COUNSEL LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 67,557 -788 -1.2% 2.58% $25.0M 2026-05-07 $419.86
2025 Q4 REDUCED — — — 68,345 -988 -1.4% 3.44% $33.1M 2026-02-12 $400.06
2025 Q3 REDUCED — — — 69,333 -2,140 -3.0% 3.77% $35.9M 2025-11-04 $511.09
2025 Q2 ADDED — — — 71,473 +221 +0.3% 3.96% $35.6M 2025-07-28 $508.44
2025 Q1 REDUCED — — — 71,252 -1,686 -2.3% 3.21% $26.7M 2025-05-08 $433.90
2024 Q4 REDUCED — — — 72,938 -1,584 -2.1% 3.82% $30.7M 2025-01-31 $410.19
2024 Q3 REDUCED — — — 74,522 -2,166 -2.8% 4.05% $32.1M 2024-11-06 $414.42
2024 Q2 REDUCED — — — 76,688 -942 -1.2% 4.66% $34.3M 2024-07-30 $416.38
2024 Q1 REDUCED — — — 77,630 -92 -0.1% 4.38% $32.7M 2024-04-30 $382.62
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 6.18% SWP Investment Management LLC 5.82% Hilltop National Bank 5.22% Adelphi Trust Co 4.7% Roxbury Financial LLC 4.13% Kozak & Associates, Inc. 3Y 3.57% First County Bank /CT/ 3Y 3.52% MassMutual Private Wealth & Trust, FSB 3Y 7Y 3.51% EASTERN BANK 3Y 7Y 3.39% Brick & Kyle, Associates 3Y 7Y 3.12%

FAQ About CUTLER INVESTMENT COUNSEL LLC and MSFT

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

How long has CUTLER INVESTMENT COUNSEL LLC reported owning MSFT?

CUTLER INVESTMENT COUNSEL LLC reported MSFT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MSFT position in CUTLER INVESTMENT COUNSEL LLC's portfolio?

The largest reported portfolio weight for MSFT was 4.66% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when CUTLER INVESTMENT COUNSEL LLC reported 67,557 shares, equal to 2.58% of portfolio, with an estimated market value of $25.0M.

What does the chart on this MSFT ownership page compare?

The chart compares CUTLER INVESTMENT COUNSEL LLC'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.

How well did CUTLER INVESTMENT COUNSEL LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, CUTLER INVESTMENT COUNSEL LLC correctly timed 32 out of 61 reported position changes (52%). The annualised alpha on MSFT relative to SPY over the holding period was +5.3%.

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