MSFT — MICROSOFT CORP

Ownership history in Goepper Burkhardt LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt 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
2.04% (2025 Q2)
Avg. % of fund
1.42%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,447 +1,198 +10.6% 1.96% $6.0M $482.52
2025 Q3 ADDED 11,249 +101 +0.9% 1.99% $5.8M $515.81
2025 Q2 ADDED 11,148 +681 +6.5% 2.04% $5.5M $494.54
2025 Q1 ADDED 10,467 +1,168 +12.6% 1.57% $3.9M $372.54
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
← Back to Goepper Burkhardt LLC Holdings