MSFT MICROSOFT CORP COM

Ownership history in Elyxium Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Elyxium Wealth, 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
4.38% (2025 Q2)
Avg. % of fund
3.73%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,172 -157 -0.7% 3.11% $11.2M $482.52
2025 Q3 REDUCED 23,329 -140 -0.6% 4.21% $12.1M $515.81
2025 Q2 ADDED 23,469 +1,793 +8.3% 4.38% $11.7M $494.54
2025 Q1 ADDED 21,676 +10,532 +94.5% 3.60% $8.1M $372.54
2024 Q4 REDUCED 11,144 -6,620 -37.3% 2.86% $4.7M $417.46
2024 Q3 INITIATED 17,764 4.21% $7.6M $425.32
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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