MSFT MICROSOFT CORP

Ownership history in GM Advisory Group, LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which GM Advisory Group, LLC 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
1.71% (2025 Q2)
Avg. % of fund
0.98%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,750 +17,460 +25.6% 1.62% $41.5M $482.52
2025 Q3 REDUCED 68,290 -1,304 -1.9% 1.50% $35.4M $515.81
2025 Q2 ADDED 69,594 +11,125 +19.0% 1.71% $34.6M $494.54
2025 Q1 ADDED 58,469 +1,461 +2.6% 1.19% $21.9M $372.54
2024 Q4 ADDED 57,008 +3,552 +6.6% 1.33% $24.0M $417.46
2024 Q3 ADDED 53,456 +1,729 +3.3% 1.38% $23.0M $425.32
2024 Q2 REDUCED 51,727 -930 -1.8% 1.49% $23.1M $440.99
2024 Q1 ADDED 52,657 +3,074 +6.2% 1.55% $22.2M $414.36
2023 Q4 ADDED 49,583 +2,563 +5.5% 1.41% $18.6M $369.67
2023 Q3 REDUCED 47,020 -1,051 -2.2% 1.21% $14.8M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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