MSFT MICROSOFT CORP

Ownership history in LongView Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management 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
1.96% (2023 Q4)
Avg. % of fund
1.49%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,101 +63 +0.7% 1.05% $4.3M $482.52
2025 Q3 REDUCED 9,038 -114 -1.2% 1.27% $4.7M $515.81
2025 Q2 REDUCED 9,152 -772 -7.8% 1.38% $4.6M $494.54
2025 Q1 REDUCED 9,924 -314 -3.1% 1.12% $3.7M $372.54
5 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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