MSFT — MICROSOFT CORP

Ownership history in Keudell/Morrison Wealth Management  ·  26 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported MICROSOFT CORP (MSFT) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.67% in 2024 Q2. The latest visible filing shows MSFT at 2.01% 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 Keudell/Morrison Wealth Management'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 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2024 Q2

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.

MSFT stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,787 +912 +4.8% 2.01% $9.6M 2026-02-14 (Est.) $400.41
2025 Q2 REDUCED 18,875 -1,012 -5.1% 2.08% $9.4M 2025-07-22 $502.35
2025 Q1 ADDED 19,887 +176 +0.9% 1.76% $7.5M 2025-04-23 $371.55
2024 Q4 ADDED 19,711 +230 +1.2% 2.17% $8.3M 2025-01-23 $442.43
2024 Q3 REDUCED 19,481 -919 -4.5% 2.28% $8.4M 2024-10-31 $401.65
2024 Q2 REDUCED 20,400 -225 -1.1% 2.67% $9.1M 2024-07-16 $443.52
2024 Q1 REDUCED 20,625 -244 -1.2% 2.63% $8.7M 2024-05-07 $403.15
2023 Q4 ADDED 20,869 +342 +1.7% 2.59% $7.8M 2024-02-14 $403.30
2023 Q3 REDUCED 20,527 -174 -0.8% 1.98% $6.5M 2023-10-18 $323.86
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Keudell/Morrison Wealth Management and MSFT

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

How long has Keudell/Morrison Wealth Management reported owning MSFT?

Keudell/Morrison Wealth Management reported MSFT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for MSFT was 2.67% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Keudell/Morrison Wealth Management reported 19,787 shares, equal to 2.01% of portfolio, with an estimated market value of $9.6M.

What does the chart on this MSFT ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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.

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