MSFT Microsoft Corporation

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported Microsoft Corporation (MSFT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.25% in 2024 Q2. The latest visible filing shows MSFT at 3.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER DYKEMA CABOT & PARTNERS, LLC's position in Microsoft Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 3.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.25% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER DYKEMA CABOT & PARTNERS, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 113,455 +582 +0.5% 3.37% $54.9M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 112,873 +988 +0.9% 3.84% $58.5M 2025-11-12 $509.02
2025 Q2 ADDED 111,885 +593 +0.5% 3.91% $55.7M 2025-08-12 $526.18
2025 Q1 ADDED 111,292 +124 +0.1% 3.35% $41.8M 2025-05-09 $435.40
2024 Q4 ADDED 111,168 +2,205 +2.0% 3.65% $46.9M 2025-02-13 $406.61
2024 Q3 ADDED 108,963 +2,752 +2.6% 3.93% $46.9M 2024-11-12 $418.14
2024 Q2 ADDED 106,211 +2,660 +2.6% 4.25% $47.5M 2024-08-14 $411.30
2024 Q1 ADDED 103,551 +1,218 +1.2% 4.06% $43.6M 2024-05-10 $408.47
2023 Q4 INITIATED 102,333 4.08% $38.5M 2024-02-14 $403.30

FAQ About FOSTER DYKEMA CABOT & PARTNERS, LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning MSFT?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for MSFT was 4.25% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 113,455 shares, equal to 3.37% of portfolio, with an estimated market value of $54.9M.

What does the chart on this MSFT ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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