MSFT MICROSOFT CORP COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  108 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported MICROSOFT CORP COM (MSFT) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.26% in 2024 Q2. The latest visible filing shows MSFT at 3.34% 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 LOWE BROCKENBROUGH & CO INC's position in MICROSOFT CORP 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 3.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% in 2024 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 LOWE BROCKENBROUGH & CO INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 140,246 +3,796 +2.8% 3.34% $67.8M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 136,450 +1,239 +0.9% 3.64% $70.7M 2025-11-05 $505.06
2025 Q2 REDUCED 135,211 -328 -0.2% 3.78% $67.3M 2025-08-11 $518.76
2025 Q1 REDUCED 135,539 -3,855 -2.8% 3.35% $50.9M 2025-05-13 $445.73
2024 Q4 ADDED 139,394 +278 +0.2% 3.77% $58.8M 2025-02-11 $407.50
2024 Q3 REDUCED 139,116 -4,148 -2.9% 3.82% $59.9M 2024-10-28 $421.66
2024 Q2 REDUCED 143,264 -196 -0.1% 4.26% $64.0M 2024-08-12 $401.38
2024 Q1 ADDED 143,460 +4,867 +3.5% 4.08% $60.4M 2024-05-15 $417.44
2023 Q4 REDUCED 138,593 -9,354 -6.3% 4.04% $52.1M 2024-02-14 $403.30
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO 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 LOWE BROCKENBROUGH & CO INC reported owning MSFT?

LOWE BROCKENBROUGH & CO INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for MSFT was 4.26% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 140,246 shares, equal to 3.34% of portfolio, with an estimated market value of $67.8M.

What does the chart on this MSFT ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO 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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