MSFT MICROSOFT CORPORATION COM

Ownership history in IMS Capital Management  ·  69 quarters on record

This page tracks every 13F SEC filing in which IMS Capital Management reported a position in MICROSOFT CORPORATION 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
4.73% (2025 Q3)
Avg. % of fund
1.64%
First filed
2006 Q2
Last filed
2025 Q3
Quarters held
69
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 19,788 -2,520 -11.3% 4.73% $10.2M $515.81
2025 Q2 REDUCED 22,308 -20 -0.1% 4.22% $8.4M $494.54
2024 Q4 ADDED 22,328 +82 +0.4% 4.36% $9.4M $417.46
2024 Q3 ADDED 22,246 +24 +0.1% 4.30% $9.6M $425.32
2024 Q2 ADDED 22,222 +241 +1.1% 4.40% $9.4M $440.99
2024 Q1 REDUCED 21,981 -447 -2.0% 4.30% $9.2M $414.36
2023 Q3 ADDED 22,428 +165 +0.7% 4.23% $7.1M $309.77
2023 Q2 REDUCED 22,263 -31 -0.1% 3.81% $6.4M $333.39
2022 Q4 ADDED 22,294 +333 +1.5% 3.41% $5.3M $233.69
2022 Q3 ADDED 21,961 +1,972 +9.9% 3.53% $5.1M $226.31
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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