MSFT — Microsoft COM

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  ·  47 quarters on record

This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in Microsoft COM (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
4.42% (2007 Q4)
Avg. % of fund
2.49%
First filed
2003 Q4
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,147 +439 +2.3% 2.73% $9.3M $482.52
2025 Q3 REDUCED 18,708 -410 -2.1% 2.98% $9.7M $515.81
2025 Q2 ADDED 19,118 +874 +4.8% 3.11% $9.5M $494.54
2025 Q1 ADDED 18,244 +1,661 +10.0% 2.35% $6.8M $372.54
43 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%
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