MSFT MICROSOFT CORP

Ownership history in Embree Financial Group  ·  9 quarters on record

This page tracks every 13F SEC filing in which Embree Financial Group 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
4.17% (2024 Q2)
Avg. % of fund
3.32%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 100 -53,860 -99.8% 0.01% $48K $482.52
2025 Q4 ADDED 53,960 +284 +0.5% 3.20% $26.1M $482.52
2025 Q3 ADDED 53,676 +336 +0.6% 3.73% $27.8M $515.81
2025 Q2 UNCHANGED 53,340 0% 3.99% $26.5M $494.54
2025 Q1 ADDED 53,340 +2,858 +5.7% 3.35% $20.0M $372.54
2024 Q4 ADDED 50,482 +446 +0.9% 3.63% $21.3M $417.46
2024 Q3 ADDED 50,036 +1,448 +3.0% 3.83% $21.5M $425.32
2024 Q2 ADDED 48,588 +409 +0.8% 4.17% $21.7M $440.99
2024 Q1 INITIATED 48,179 3.98% $20.3M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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