MSFT MICROSOFT CORP

Ownership history in Gimbal Financial  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gimbal Financial 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
1.4% (2023 Q4)
Avg. % of fund
1.03%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,199 +239 +8.1% 1.00% $1.7M $515.81
2025 Q2 ADDED 2,960 +39 +1.3% 0.90% $1.5M $494.54
2025 Q1 ADDED 2,921 +30 +1.0% 0.99% $1.1M $372.54
2024 Q4 REDUCED 2,891 -121 -4.0% 1.00% $1.2M $417.46
2024 Q3 REDUCED 3,012 -103 -3.3% 0.83% $1.3M $425.32
2024 Q2 REDUCED 3,115 -73 -2.3% 1.04% $1.4M $440.99
2024 Q1 REDUCED 3,188 -532 -14.3% 1.10% $1.3M $414.36
2023 Q4 INITIATED 3,720 1.40% $1.4M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to Gimbal Financial Holdings