MSFT MICROSOFT CORP COM

Ownership history in HERBST GROUP, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which HERBST GROUP, LLC reported a position in MICROSOFT CORP 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
4.78% (2023 Q4)
Avg. % of fund
3.97%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,490 -161 -1.3% 3.55% $6.0M $482.52
2025 Q3 REDUCED 12,651 -1,252 -9.0% 4.07% $6.6M $515.81
2025 Q2 REDUCED 13,903 -177 -1.3% 4.14% $6.9M $494.54
2025 Q1 REDUCED 14,080 -1,447 -9.3% 3.74% $5.3M $372.54
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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