MSFT MICROSOFT CORP COM

Ownership history in Darwin Wealth Management, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Darwin Wealth Management, 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
1.75% (2024 Q1)
Avg. % of fund
1.19%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,564 +558 +5.6% 1.59% $5.1M $482.52
2025 Q3 ADDED 10,006 +646 +6.9% 1.65% $5.2M $515.81
2025 Q2 REDUCED 9,360 -2,499 -21.1% 1.33% $3.9M $494.54
2024 Q3 REDUCED 11,859 -3,072 -20.6% 1.40% $5.1M $425.32
2024 Q1 REDUCED 14,931 -2,044 -12.0% 1.75% $6.3M $414.36
2023 Q4 REDUCED 16,975 -2,749 -13.9% 1.71% $6.4M $369.67
2023 Q3 ADDED 19,724 +387 +2.0% 1.68% $6.2M $309.77
2023 Q2 ADDED 19,337 +1,599 +9.0% 1.65% $6.4M $333.39
2023 Q1 REDUCED 17,738 -973 -5.2% 1.39% $5.1M $281.63
2022 Q4 REDUCED 18,711 -2,637 -12.4% 1.16% $4.5M $233.69
26 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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