MSFT MICROSOFT CORP

Ownership history in JSF Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which JSF Financial, LLC 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
2.51% (2020 Q2)
Avg. % of fund
1.95%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,503 +739 +4.7% 1.65% $8.0M $482.52
2025 Q3 ADDED 15,764 +131 +0.8% 1.81% $8.2M $515.81
2025 Q2 ADDED 15,633 +449 +3.0% 1.85% $7.8M $494.54
2025 Q1 REDUCED 15,184 -208 -1.4% 1.50% $5.7M $372.54
2024 Q4 REDUCED 15,392 -2,395 -13.5% 1.73% $6.5M $417.46
2024 Q3 ADDED 17,787 +182 +1.0% 2.23% $7.7M $425.32
2024 Q2 ADDED 17,605 +661 +3.9% 2.41% $7.9M $440.99
2024 Q1 ADDED 16,944 +1,219 +7.8% 2.23% $7.1M $414.36
2023 Q4 REDUCED 15,725 -330 -2.1% 2.05% $5.9M $369.67
2023 Q3 REDUCED 16,055 -453 -2.7% 1.96% $5.1M $309.77
15 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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