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.
| 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 |
| 2024 Q3 | ADDED | 16,583 | +349 | +2.1% | 2.64% | $7.1M | $425.32 |
| 2024 Q2 | ADDED | 16,234 | +1,928 | +13.5% | 2.94% | $7.3M | $440.99 |
| 2024 Q1 | REDUCED | 14,306 | -62 | -0.4% | 2.54% | $6.0M | $414.36 |
| 2023 Q4 | REDUCED | 14,368 | -308 | -2.1% | 2.39% | $5.4M | $369.67 |
| 2023 Q3 | REDUCED | 14,676 | -180 | -1.2% | 2.26% | $4.6M | $309.77 |
| 2023 Q2 | REDUCED | 14,856 | -366 | -2.4% | 2.40% | $5.1M | $333.39 |
As of 2025 Q4 — sorted by position size