MSFT β€” MICROSOFT CORP

Ownership history in Cypress Wealth Services, LLC  Β·  34 quarters on record

This page tracks every 13F SEC filing in which Cypress Wealth Services, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.69% (2025 Q4)
πŸ“Š Avg. % of fund
1.01%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
34

Position Intelligence

Cypress Wealth Services, LLC Γ— MSFT AI Analytics

πŸ“ˆ Cypress Wealth Services, LLC outperformed the S&P 500 by +10.0% annually on this MSFT position. Timing score: 56% (18/32 decisions correct). Average cost basis: $299.21. Maximum drawdown during holding period: –30.3%.

πŸ“ˆ Position Alpha vs SPY
+10.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.0% per year on this position.
32 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
18 of 32 add/trim decisions correct

πŸ’° Entry Quality
$299.21
+61.3% vs current ($482.52)

Best entry: $91.31 (2018 Q2)  Β·  Worst: $515.81 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–30.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

22 adds Β· 12 trims. Bought during 4 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Cypress Wealth Services, LLC has been actively increasing its MSFT allocation β€” a bullish signal from insiders.
Currently 1.69% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSFT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,325 +8,398 +49.6% 1.69% $12.2M $482.52
2025 Q3 ADDED 16,927 +193 +1.2% 1.44% $8.8M $515.81
2025 Q2 ADDED 16,734 +2,290 +15.9% 1.49% $8.3M $494.54
2025 Q1 ADDED 14,444 +133 +0.9% 1.10% $5.4M $372.54
2024 Q4 ADDED 14,311 +2,020 +16.4% 1.21% $6.0M $417.46
2024 Q3 ADDED 12,291 +589 +5.0% 1.09% $5.3M $425.32
2024 Q2 ADDED 11,702 +503 +4.5% 1.16% $5.2M $440.99
2024 Q1 ADDED 11,199 +1,338 +13.6% 1.10% $4.7M $414.36
2023 Q4 ADDED 9,861 +188 +1.9% 0.92% $3.7M $369.67
2023 Q3 REDUCED 9,673 -173 -1.8% 0.85% $3.1M $309.77
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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