MSFT — MICROSOFT CORP

Ownership history in Jentner Corp  ·  28 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp reported a position in MICROSOFT CORP (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
0.45% (2023 Q2)
Avg. % of fund
0.33%
First filed
2018 Q3
Last filed
2025 Q2
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 2,430 +270 +12.5% 0.32% $1.2M $494.54
2025 Q1 UNCHANGED 2,160 — 0% 0.24% $811K $372.54
2024 Q4 UNCHANGED 2,160 — 0% 0.27% $911K $417.46
2024 Q3 ADDED 2,160 +13 +0.6% 0.28% $930K $425.32
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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