MSFT MICROSOFT CORP

Ownership history in Larson Financial Group LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Larson Financial Group 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.

Peak position
1.48% (2025 Q3)
Avg. % of fund
0.56%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 79,542 -1,957 -2.4% 1.28% $38.5M $482.52
2025 Q3 ADDED 81,499 +8,883 +12.2% 1.48% $42.2M $515.81
2025 Q2 ADDED 72,616 +10,554 +17.0% 1.45% $36.1M $494.54
2025 Q1 ADDED 62,062 +61,262 +7657.8% 1.10% $23.3M $372.54
2025 Q1 REDUCED 800 -49,541 -98.4% 0.00% $12K $372.54
2024 Q4 ADDED 50,341 +11,720 +30.3% 1.10% $21.2M $417.46
2024 Q3 ADDED 38,621 +34,621 +865.5% 0.94% $16.6M $425.32
2024 Q3 REDUCED 4,000 -27,574 -87.3% 0.02% $319K $425.32
2024 Q2 ADDED 31,574 +6,435 +25.6% 0.96% $14.1M $440.99
2024 Q1 ADDED 25,139 +1,333 +5.6% 0.82% $10.6M $414.36
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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