MSFT — MICROSOFT CORP

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported MICROSOFT CORP (MSFT) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.85% in 2024 Q2. The latest visible filing shows MSFT at 2.42% 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 MITCHELL MCLEOD PUGH & WILLIAMS INC's position in MICROSOFT CORP, 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 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% 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.

MSFT stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS 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 42,334 +4,966 +13.3% 2.42% $17.0M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 37,368 +854 +2.3% 3.26% $20.3M 2025-10-30 $523.58
2025 Q2 ADDED 36,514 +77 +0.2% 3.38% $18.2M 2025-07-28 $509.54
2025 Q1 ADDED 36,437 +159 +0.4% 2.83% $13.7M 2025-05-01 $422.17
2024 Q4 REDUCED 36,278 -1,689 -4.4% 3.21% $15.3M 2025-01-16 $420.51
2024 Q3 ADDED 37,967 +238 +0.6% 3.41% $16.3M 2024-11-04 $403.74
2024 Q2 ADDED 37,729 +259 +0.7% 3.85% $16.9M 2024-07-31 $412.77
2024 Q1 REDUCED 37,470 -731 -1.9% 3.79% $15.8M 2024-05-01 $388.97
2023 Q4 REDUCED 38,201 -573 -1.5% 3.80% $14.4M 2024-02-05 $398.78
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% Palidye Holdings (Caymans) Ltd 30.37% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% True Blue (BVI) Ltd 28.22% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS 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 MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning MSFT?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for MSFT was 3.85% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 42,334 shares, equal to 2.42% of portfolio, with an estimated market value of $17.0M.

What does the chart on this MSFT ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS 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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