Ownership history in LOCKERMAN FINANCIAL GROUP, INC. Β· 16 quarters on record
This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, 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 β sourced directly from SEC EDGAR 13F filings.
π LOCKERMAN FINANCIAL GROUP, INC. outperformed the S&P 500 by +2.8% annually on this MSFT position. Timing score: 53% (8/15 decisions correct). Average cost basis: $328.01. Maximum drawdown during holding period: β24.1%.
β
Outperformed SPY on this position by 2.8% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $226.31 (2022 Q3) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.31% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size