MSFT MICROSOFT CORP

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial 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
2.86% (2025 Q2)
Avg. % of fund
2.63%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,912 +169 +1.9% 2.54% $4.3M $482.52
2025 Q3 ADDED 8,743 +162 +1.9% 2.84% $4.5M $515.81
2025 Q2 ADDED 8,581 +115 +1.4% 2.86% $4.3M $494.54
2025 Q1 ADDED 8,466 +110 +1.3% 2.31% $3.2M $372.54
2024 Q4 ADDED 8,356 +9 +0.1% 2.52% $3.5M $417.46
2024 Q3 ADDED 8,347 +169 +2.1% 2.49% $3.5M $425.32
2024 Q2 INITIATED 8,178 2.85% $3.7M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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