MSFT MICROSOFT CORP COM

Ownership history in HALL LAURIE J TRUSTEE  ·  75 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported MICROSOFT CORP COM (MSFT) in 75 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 9.53% in 2025 Q3. The latest visible filing shows MSFT at 6.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALL LAURIE J TRUSTEE's position in MICROSOFT CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSFT was reported at 6.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALL LAURIE J TRUSTEE held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 53,530 -645 -1.2% 6.99% $19.8M 2026-04-06 $372.88
2025 Q4 REDUCED 54,175 -2,153 -3.8% 8.71% $26.2M 2026-01-20 $453.48
2025 Q3 REDUCED 56,328 -1,240 -2.2% 9.53% $29.2M 2025-10-14 $511.44
2025 Q2 REDUCED 57,568 -593 -1.0% 9.47% $28.6M 2025-07-15 $502.90
2025 Q1 REDUCED 58,161 -2,812 -4.6% 7.79% $21.8M 2025-05-15 $450.51
2024 Q4 REDUCED 60,973 -1,173 -1.9% 8.44% $26K 2025-01-16 $420.51
2024 Q3 ADDED 62,146 +3,687 +6.3% 8.47% $27K 2024-10-08 $409.92
2024 Q2 REDUCED 58,459 -1,460 -2.4% 9.10% $26K 2024-07-22 $437.03
2024 Q1 REDUCED 59,919 -1,153 -1.9% 8.88% $25K 2024-04-23 $401.41
2023 Q4 REDUCED 61,072 -431 -0.7% 8.80% $23K 2024-01-11 $378.12
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALL LAURIE J TRUSTEE reported owning MSFT?

HALL LAURIE J TRUSTEE reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for MSFT was 9.53% in 2025 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 53,530 shares, equal to 6.99% of portfolio, with an estimated market value of $19.8M.

What does the chart on this MSFT ownership page compare?

The chart compares HALL LAURIE J TRUSTEE's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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