MSFT MICROSOFT CORP

Ownership history in D.B. Root & Company, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which D.B. Root & Company, 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
1.89% (2020 Q1)
Avg. % of fund
1.54%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,104 -432 -4.1% 1.19% $4.9M $482.52
2025 Q3 REDUCED 10,536 -611 -5.5% 1.39% $5.5M $515.81
2025 Q2 ADDED 11,147 +372 +3.5% 1.64% $5.5M $494.54
2025 Q1 REDUCED 10,775 -609 -5.3% 1.31% $4.0M $372.54
2024 Q4 ADDED 11,384 +1,046 +10.1% 1.53% $4.8M $417.46
2024 Q3 REDUCED 10,338 -713 -6.5% 1.47% $4.4M $425.32
2024 Q2 REDUCED 11,051 -162 -1.4% 1.69% $4.9M $440.99
2024 Q1 REDUCED 11,213 -299 -2.6% 1.59% $4.7M $414.36
2023 Q4 REDUCED 11,512 -305 -2.6% 1.57% $4.3M $369.67
2023 Q3 REDUCED 11,817 -31 -0.3% 1.45% $3.7M $309.77
23 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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