MSFT MICROSOFT CORP

Ownership history in FINANCIAL CONSULATE, INC  ·  33 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC 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
2.03% (2022 Q2)
Avg. % of fund
1.09%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,313 -7,877 -48.7% 0.55% $4.0M $482.52
2025 Q3 REDUCED 16,190 -594 -3.5% 1.18% $8.4M $515.81
2023 Q1 REDUCED 16,784 -928 -5.2% 1.69% $4.8M $281.63
2022 Q4 ADDED 17,712 +294 +1.7% 1.48% $4.2M $233.69
2022 Q3 ADDED 17,418 +590 +3.5% 1.71% $4.1M $226.31
2022 Q2 ADDED 16,828 +825 +5.2% 2.03% $4.3M $249.03
2022 Q1 REDUCED 16,003 -157 -1.0% 1.89% $4.9M $298.25
2021 Q4 ADDED 16,160 +394 +2.5% 1.88% $5.4M $324.68
2021 Q3 ADDED 15,766 +405 +2.6% 1.61% $4.4M $271.66
2021 Q2 REDUCED 15,361 -6 -0.0% 1.50% $4.2M $260.54
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to FINANCIAL CONSULATE, INC Holdings