MSFT Microsoft Corp. COM

Ownership history in FIRST FOUNDATION ADVISORS  ·  104 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in Microsoft Corp. COM (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
19.19% (2025 Q3)
Avg. % of fund
7.21%
First filed
2000 Q1
Last filed
2025 Q4
Quarters held
104
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 999,611 -2,816 -0.3% 18.22% $483.4M $482.52
2025 Q3 REDUCED 1,002,427 -20,504 -2.0% 19.19% $519.2M $515.81
2025 Q2 REDUCED 1,022,931 -5,902 -0.6% 18.85% $508.8M $494.54
2025 Q1 REDUCED 1,028,833 -13,724 -1.3% 15.72% $386.2M $372.54
2024 Q4 REDUCED 1,042,557 -5,461 -0.5% 16.53% $439.4M $417.46
2024 Q3 REDUCED 1,048,018 -14,363 -1.4% 16.99% $451.0M $425.32
2024 Q2 REDUCED 1,062,381 -3,934 -0.4% 18.15% $474.8M $440.99
2024 Q1 REDUCED 1,066,315 -12,562 -1.2% 17.95% $448.6M $414.36
2023 Q4 REDUCED 1,078,877 -78,203 -6.8% 18.49% $405.7M $369.67
2023 Q3 REDUCED 1,157,080 -12,427 -1.1% 17.07% $365.3M $309.77
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to FIRST FOUNDATION ADVISORS Holdings