Ownership history in Lantz Financial LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Lantz 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 26,388 | +438 | +1.7% | 2.69% | $12.8M | $482.52 |
| 2025 Q3 | ADDED | 25,950 | +1,740 | +7.2% | 2.97% | $13.4M | $515.81 |
| 2025 Q2 | ADDED | 24,210 | +580 | +2.5% | 3.00% | $12.0M | $494.54 |
| 2025 Q1 | REDUCED | 23,630 | -2,581 | -9.8% | 2.43% | $8.9M | $372.54 |
| 2024 Q4 | REDUCED | 26,211 | -65 | -0.2% | 2.94% | $11.0M | $417.46 |
| 2024 Q3 | ADDED | 26,276 | +738 | +2.9% | 3.06% | $11.3M | $425.32 |
| 2024 Q2 | REDUCED | 25,538 | -1,484 | -5.5% | 3.55% | $11.4M | $440.99 |
| 2024 Q1 | ADDED | 27,022 | +31 | +0.1% | 3.66% | $11.4M | $414.36 |
| 2023 Q4 | REDUCED | 26,991 | -563 | -2.0% | 3.67% | $10.1M | $369.67 |
| 2023 Q3 | REDUCED | 27,554 | -564 | -2.0% | 3.46% | $8.7M | $309.77 |
As of 2025 Q4 — sorted by position size