Ownership history in Founders Capital Management Β· 34 quarters on record
This page tracks every 13F SEC filing in which Founders Capital Management 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 β sourced directly from SEC EDGAR 13F filings.
π Founders Capital Management outperformed the S&P 500 by +12.2% annually on this MSFT position. Timing score: 47% (15/32 decisions correct). Average cost basis: $78.79. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 12.2% per year on this position.
33 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 32 add/trim decisions correct
Best entry: $59.47 (2017 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 24 trims. Bought during 3 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Founders Capital Management has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 6.9% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size