MSFT Microsoft Corporation COM

Ownership history in LEE DANNER & BASS INC  ·  105 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Microsoft Corporation COM (MSFT) in 105 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.73% in 2025 Q2. The latest visible filing shows MSFT at 3.30% 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 LEE DANNER & BASS INC's position in Microsoft Corporation COM, 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 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% 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 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.

How LEE DANNER & BASS INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 95,316 +1,540 +1.6% 3.30% $46.1M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 93,776 -2,551 -2.6% 3.53% $48.6M 2025-10-29 $539.31
2025 Q2 REDUCED 96,327 -738 -0.8% 3.73% $47.9M 2025-07-31 $530.42
2025 Q1 REDUCED 97,065 -4,841 -4.8% 2.95% $36.4M 2025-04-29 $391.05
2024 Q4 ADDED 101,906 +297 +0.3% 3.40% $43.0M 2025-02-11 $407.50
2024 Q3 ADDED 101,609 +136 +0.1% 3.08% $43.7M 2024-10-30 $427.53
2024 Q2 ADDED 101,473 +5,823 +6.1% 3.50% $45.4M 2024-07-30 $417.28
2023 Q4 REDUCED 95,650 -12,341 -11.4% 3.08% $36.0M 2024-02-01 $396.94
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS 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 LEE DANNER & BASS INC reported owning MSFT?

LEE DANNER & BASS INC reported MSFT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for MSFT was 3.73% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 95,316 shares, equal to 3.30% of portfolio, with an estimated market value of $46.1M.

What does the chart on this MSFT ownership page compare?

The chart compares LEE DANNER & BASS 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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