MSFT — MICROSOFT CORP

Ownership history in Executive Wealth Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, 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
2.05% (2023 Q4)
Avg. % of fund
1.49%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 55,034 +2,561 +4.9% 1.82% $23.2M $417.46
2024 Q1 REDUCED 52,473 -5,494 -9.5% 1.95% $22.3M $414.36
2023 Q4 ADDED 57,967 +3,085 +5.6% 2.05% $21.8M $369.67
2023 Q3 ADDED 54,882 +1,967 +3.7% 1.79% $17.3M $309.77
19 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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