Knott David M Jr MSFT Microsoft Corporation

Ownership history in Knott David M Jr  ·  18 quarters on record

AI Ownership Summary

Knott David M Jr reported Microsoft Corporation (MSFT) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows MSFT at 0.35% 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 Knott David M Jr's position in Microsoft Corporation, 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
2026 Q1

MSFT was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Knott David M Jr held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,600 0% 0.35% $592K 2026-05-14 $408.64
2025 Q4 UNCHANGED 1,600 0% 0.36% $774K 2026-02-12 $400.92
2025 Q3 UNCHANGED 1,600 0% 0.33% $829K 2025-11-12 $509.02
2025 Q2 UNCHANGED 1,600 0% 0.36% $796K 2025-08-11 $518.76
2025 Q1 UNCHANGED 1,600 0% 0.28% $601K 2025-05-12 $445.85
2024 Q4 UNCHANGED 1,600 0% 0.24% $674K 2025-02-12 $405.12
2024 Q3 UNCHANGED 1,600 0% 0.24% $688K 2024-11-13 $420.28
2024 Q2 UNCHANGED 1,600 0% 0.29% $715K 2024-08-12 $401.38
2024 Q1 UNCHANGED 1,600 0% 0.24% $673K 2024-05-14 $410.26
2023 Q4 UNCHANGED 1,600 0% 0.23% $602K 2024-02-13 $399.44
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Knott David M Jr and MSFT

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

How long has Knott David M Jr reported owning MSFT?

Knott David M Jr reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in Knott David M Jr's portfolio?

The largest reported portfolio weight for MSFT was 0.36% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Knott David M Jr reported 1,600 shares, equal to 0.35% of portfolio, with an estimated market value of $592K.

What does the chart on this MSFT ownership page compare?

The chart compares Knott David M Jr'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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