Ownership history in LYNCH & ASSOCIATES/IN · 104 quarters on record
This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in MICROSOFT CORP COMMON (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 101,334 | -757 | -0.7% | 9.27% | $49.0M | $482.52 |
| 2025 Q3 | REDUCED | 102,091 | -1,832 | -1.8% | 10.21% | $52.9M | $515.81 |
| 2025 Q2 | REDUCED | 103,923 | -605 | -0.6% | 10.41% | $51.7M | $494.54 |
| 2025 Q1 | REDUCED | 104,528 | -1,061 | -1.0% | 8.49% | $39.2M | $372.54 |
| 2024 Q4 | REDUCED | 105,589 | -590 | -0.6% | 9.66% | $44.5M | $417.46 |
| 2024 Q3 | REDUCED | 106,179 | -929 | -0.9% | 9.66% | $45.7M | $425.32 |
| 2024 Q2 | ADDED | 107,108 | +3,158 | +3.0% | 10.79% | $47.9M | $440.99 |
| 2024 Q1 | REDUCED | 103,950 | -7,005 | -6.3% | 10.10% | $43.7M | $414.36 |
| 2023 Q4 | REDUCED | 110,955 | -1,939 | -1.7% | 10.14% | $41.7M | $369.67 |
| 2023 Q3 | REDUCED | 112,894 | -231 | -0.2% | 9.40% | $35.6M | $309.77 |
As of 2025 Q4 — sorted by position size