Ownership history in Jupiter Wealth Management LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which Jupiter Wealth Management 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 β sourced directly from SEC EDGAR 13F filings.
π Jupiter Wealth Management LLC outperformed the S&P 500 by +7.7% annually on this MSFT position. Timing score: 62% (15/24 decisions correct). Average cost basis: $210.13. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 7.7% per year on this position.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 24 add/trim decisions correct
Best entry: $149.81 (2020 Q1) Β· Worst: $494.54 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 11 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size