MSFT MICROSOFT CORP

Ownership history in Drucker Wealth 3.0, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Drucker Wealth 3.0, 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
2.5% (2025 Q3)
Avg. % of fund
2.19%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,815 -1,270 -4.7% 2.19% $12.5M $482.52
2025 Q3 ADDED 27,085 +2,789 +11.5% 2.50% $14.0M $515.81
2025 Q2 ADDED 24,296 +3,692 +17.9% 2.36% $12.2M $494.54
2025 Q1 ADDED 20,604 +234 +1.1% 1.70% $7.7M $372.54
2024 Q4 UNCHANGED 20,370 0% 2.11% $8.8M $417.46
2024 Q3 ADDED 20,370 +233 +1.2% 2.11% $8.8M $425.32
2024 Q2 INITIATED 20,137 2.39% $9.0M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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