MSFT — MICROSOFT CORP

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  13 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported MICROSOFT CORP (MSFT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2024 Q1. The latest visible filing shows MSFT at 0.21% 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 Koesten, Hirschmann & Crabtree, INC.'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 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q1

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 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 Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, INC. 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 876 +406 +86.4% 0.21% $424K 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 470 +1 +0.2% 0.12% $243K 2025-11-05 $505.06
2025 Q2 REDUCED 469 -40 -7.9% 0.12% $233K 2025-08-15 $517.17
2025 Q1 REDUCED 509 -1,668 -76.6% 0.11% $191K 2025-04-23 $371.55
2024 Q4 ADDED 2,177 +140 +6.9% 0.53% $918K 2025-02-14 $404.52
2024 Q3 REDUCED 2,037 -195 -8.7% 0.51% $877K 2024-11-04 $403.74
2024 Q2 UNCHANGED 2,232 — 0% 0.60% $939K 2024-09-09 $401.03
2024 Q1 ADDED 2,232 +30 +1.4% 0.60% $939K 2024-05-22 $424.78
2023 Q4 REDUCED 2,202 -200 -8.3% 0.58% $828K 2024-02-14 $403.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

Financial Insights, Inc. 3Y 7Y 7.8% HALL LAURIE J TRUSTEE 3Y 7Y 6.99% Employees Provident Fund Board 6.87% Versant Capital Management, Inc 3Y 7Y 6.82% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 5.92% Hilltop National Bank 5.76% Adelphi Trust Co 5.24% Byrne Asset Management LLC 3Y 4.38% NEVILLE RODIE & SHAW INC 3Y 7Y 4.32% STABLEFORD CAPITAL II LLC 3Y 3.99%

FAQ About Koesten, Hirschmann & Crabtree, INC. and MSFT

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning MSFT?

Koesten, Hirschmann & Crabtree, INC. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for MSFT was 0.60% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Koesten, Hirschmann & Crabtree, INC. reported 876 shares, equal to 0.21% of portfolio, with an estimated market value of $424K.

What does the chart on this MSFT ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'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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