MSFT — MICROSOFT CORP

Ownership history in Lindenwold Advisors, INC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Lindenwold Advisors, INC 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
4.64% (2025 Q2)
Avg. % of fund
4.27%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15,711 -2,242 -12.5% 3.85% $8.1M $515.81
2025 Q2 ADDED 17,953 +336 +1.9% 4.64% $8.9M $494.54
2025 Q1 REDUCED 17,617 -1,607 -8.4% 3.68% $6.6M $372.54
2024 Q4 REDUCED 19,224 -266 -1.4% 4.33% $8.1M $417.46
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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