MSFT MICROSOFT

Ownership history in Lindbrook Capital, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Lindbrook Capital, LLC reported a position in MICROSOFT (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
2.55% (2024 Q2)
Avg. % of fund
1.54%
First filed
2018 Q4
Last filed
2025 Q1
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 ADDED 62,841 +1,786 +2.9% 2.17% $23.6M $372.54
2024 Q4 REDUCED 61,055 -60 -0.1% 2.32% $25.7M $417.46
2024 Q3 ADDED 61,115 +297 +0.5% 2.33% $26.3M $425.32
2024 Q2 ADDED 60,818 +3,657 +6.4% 2.55% $27.2M $440.99
2024 Q1 ADDED 57,161 +635 +1.1% 2.25% $24.0M $414.36
2023 Q4 ADDED 56,526 +3,216 +6.0% 2.12% $21.3M $369.67
2023 Q3 ADDED 53,310 +1,086 +2.1% 1.88% $16.8M $309.77
2023 Q2 ADDED 52,224 +3,916 +8.1% 1.89% $17.8M $333.39
2023 Q1 ADDED 48,308 +779 +1.6% 1.63% $13.9M $281.63
2022 Q4 ADDED 47,529 +3,877 +8.9% 1.40% $11.4M $233.69
16 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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