Ownership history in GM Advisory Group, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π GM Advisory Group, LLC outperformed the S&P 500 by +11.7% annually on this MSFT position. Timing score: 65% (32/49 decisions correct). Average cost basis: $232.19. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.7% per year on this position.
49 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
32 of 49 add/trim decisions correct
Best entry: $30.97 (2013 Q4) Β· Worst: $494.54 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
29 adds Β· 21 trims. Bought during 7 of 11 down-price quarters. π More buys than sells across the holding period.
π GM Advisory Group, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.62% 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