MSFT MICROSOFT CORP

Ownership history in MJP ASSOCIATES INC /ADV  ·  21 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported MICROSOFT CORP (MSFT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.04% in 2024 Q2. The latest visible filing shows MSFT at 1.66% 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 MJP ASSOCIATES INC /ADV'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 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% 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 MJP ASSOCIATES INC /ADV 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 27,396 +734 +2.8% 1.66% $13.2M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 26,662 +1,042 +4.1% 1.82% $13.8M 2025-11-07 $494.76
2025 Q2 ADDED 25,620 +2,823 +12.4% 1.89% $12.7M 2025-08-08 $519.02
2025 Q1 REDUCED 22,797 -1,874 -7.6% 1.54% $8.6M 2025-04-30 $392.26
2024 Q4 ADDED 24,671 +2,038 +9.0% 1.87% $10.4M 2025-02-14 $404.52
2024 Q3 ADDED 22,633 +731 +3.3% 1.85% $9.7M 2024-11-12 $418.14
2024 Q2 ADDED 21,902 +1,213 +5.9% 2.04% $9.8M 2024-07-12 $447.50
2024 Q1 ADDED 20,689 +5,744 +38.4% 1.89% $8.7M 2024-04-11 $421.46
2023 Q4 ADDED 14,945 +3,060 +25.7% 1.50% $5.6M 2024-01-18 $387.20
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MJP ASSOCIATES INC /ADV and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJP ASSOCIATES INC /ADV reported owning MSFT?

MJP ASSOCIATES INC /ADV reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for MSFT was 2.04% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 27,396 shares, equal to 1.66% of portfolio, with an estimated market value of $13.2M.

What does the chart on this MSFT ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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