MSFT — Microsoft Common

Ownership history in Destination Wealth Management  ·  92 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in Microsoft Common (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
3.33% (2009 Q4)
Avg. % of fund
0.94%
First filed
2004 Q2
Last filed
2025 Q4
Quarters held
92
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 187,651 +186,851 +23356.4% 2.37% $90.8M $482.52
2025 Q4 ADDED 800 +600 +300.0% 0.00% $882 $482.52
2025 Q4 REDUCED 200 -176,335 -99.9% 0.00% $13K $482.52
2025 Q3 ADDED 176,535 +176,235 +58745.0% 2.52% $91.4M $515.81
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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