MSFT MICROSOFT CORP. COM

Ownership history in HARBOR ADVISORY CORP /MA/  ·  76 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported MICROSOFT CORP. COM (MSFT) in 76 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.76% in 2025 Q2. The latest visible filing shows MSFT at 2.39% 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 HARBOR ADVISORY CORP /MA/'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
2025 Q4

MSFT was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 HARBOR ADVISORY CORP /MA/ held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16,351 -974 -5.6% 2.39% $7.9M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 17,325 -76 -0.4% 2.65% $9.0M 2025-11-12 $509.02
2025 Q2 ADDED 17,401 +1,088 +6.7% 2.76% $8.7M 2025-08-12 $526.18
2025 Q1 ADDED 16,313 +73 +0.4% 2.06% $6.1M 2025-05-13 $445.73
2024 Q4 ADDED 16,240 +548 +3.5% 2.25% $6.8M 2025-01-29 $438.09
2024 Q3 ADDED 15,692 +239 +1.5% 2.20% $6.8M 2024-10-21 $413.94
2024 Q2 ADDED 15,453 +1,076 +7.5% 2.39% $6.9M 2024-07-25 $412.82
2024 Q1 REDUCED 14,377 -297 -2.0% 2.06% $6.0M 2024-04-29 $396.17
2023 Q4 REDUCED 14,674 -1,333 -8.3% 1.98% $5.5M 2024-02-05 $398.78
2023 Q3 REDUCED 16,007 -599 -3.6% 1.83% $5.1M 2023-10-27 $323.57
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and MSFT

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

How long has HARBOR ADVISORY CORP /MA/ reported owning MSFT?

HARBOR ADVISORY CORP /MA/ reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for MSFT was 2.76% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 16,351 shares, equal to 2.39% of portfolio, with an estimated market value of $7.9M.

What does the chart on this MSFT ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'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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