MSFT β€” MICROSOFT CORP

Ownership history in Hoese & Co LLP  Β·  21 quarters on record

AI Ownership Summary

Hoese & Co LLP reported MICROSOFT CORP (MSFT) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.54% in 2024 Q3. The latest visible filing shows MSFT at 0.42% 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 Hoese & Co LLP's position in MICROSOFT CORP, 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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q3

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 Hoese & Co LLP held MSFT β€” position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,231 +300 +32.2% 0.42% $595K 2026-02-14 (Est.) $400.41
2025 Q3 UNCHANGED 931 β€” 0% 0.37% $482K 2025-10-16 $509.49
2025 Q2 ADDED 931 +64 +7.4% 0.37% $463K 2025-07-29 $509.61
2025 Q1 REDUCED 867 -328 -27.4% 0.28% $325K 2025-04-11 $385.50
2024 Q4 REDUCED 1,195 -297 -19.9% 0.44% $504K 2025-01-16 $420.51
2024 Q3 ADDED 1,492 +352 +30.9% 0.54% $642K 2024-10-09 $412.63
2024 Q2 ADDED 1,140 +31 +2.8% 0.41% $473K 2024-07-03 $454.62
2024 Q1 REDUCED 1,109 -160 -12.6% 0.42% $459K 2024-04-08 $418.17
2023 Q4 UNCHANGED 1,269 β€” 0% 0.47% $481K 2024-01-04 $361.71
2023 Q3 REDUCED 1,269 -370 -22.6% 0.41% $401K 2023-10-11 $326.13
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hoese & Co LLP and MSFT

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

How long has Hoese & Co LLP reported owning MSFT?

Hoese & Co LLP reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for MSFT was 0.54% in 2024 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 1,231 shares, equal to 0.42% of portfolio, with an estimated market value of $595K.

What does the chart on this MSFT ownership page compare?

The chart compares Hoese & Co LLP'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.

← Back to Hoese & Co LLP Holdings