MSFT — MICROSOFT CORP

Ownership history in Essential Planning, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, 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
4.31% (2022 Q3)
Avg. % of fund
1.02%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,013 +465 +10.2% 0.77% $2.4M $482.52
2025 Q3 ADDED 4,548 +62 +1.4% 0.81% $2.4M $515.81
2025 Q2 UNCHANGED 4,486 — 0% 0.83% $2.2M $494.54
2025 Q1 REDUCED 4,486 -79,572 -94.7% 0.68% $1.7M $372.54
10 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%
← Back to Essential Planning, LLC. Holdings