Ownership history in Marion Wealth Management Β· 17 quarters on record
This page tracks every 13F SEC filing in which Marion 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 β sourced directly from SEC EDGAR 13F filings.
π Marion Wealth Management outperformed the S&P 500 by +1.7% annually on this MSFT position. Timing score: 56% (9/16 decisions correct). Average cost basis: $313.35. Maximum drawdown during holding period: β30.3%.
β
Outperformed SPY on this position by 1.7% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 16 add/trim decisions correct
Best entry: $226.31 (2022 Q3) Β· Worst: $494.54 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 3 trims. Bought during 8 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.6% 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