MSFT — MICROSOFT CORP

Ownership history in Morton Capital Management LLC/CA  ·  12 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported MICROSOFT CORP (MSFT) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.82% in 2024 Q1. The latest visible filing shows MSFT at 2.13% 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 Morton Capital Management LLC/CA'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
2026 Q1

MSFT was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.82% in 2024 Q1

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 2026 Q1

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 Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 38,611 +336 +0.9% 2.13% $14.3M 2026-04-21 $424.16
2025 Q4 REDUCED 38,275 -1,859 -4.6% 2.84% $18.5M 2026-02-03 $410.27
2025 Q3 REDUCED 40,134 -1,784 -4.3% 3.41% $20.8M 2025-10-24 $521.44
2025 Q2 ADDED 41,918 +865 +2.1% 3.70% $20.9M 2025-07-23 $502.95
2025 Q1 REDUCED 41,053 -385 -0.9% 2.98% $15.4M 2025-04-17 $364.99
2024 Q4 REDUCED 41,438 -353 -0.8% 3.29% $17.5M 2025-01-15 $422.22
2024 Q3 ADDED 41,791 +874 +2.1% 3.54% $18.0M 2024-10-09 $412.63
2024 Q2 REDUCED 40,917 -1,482 -3.5% 4.34% $18.3M 2024-07-12 $447.50
2024 Q1 REDUCED 42,399 -663 -1.5% 4.82% $17.8M 2024-04-12 $415.52
2023 Q4 ADDED 43,062 +39,062 +976.5% 4.81% $16.2M 2024-01-18 $387.20
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% HILLMAN CO 3Y 7Y 11.54%

FAQ About Morton Capital Management LLC/CA and MSFT

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

How long has Morton Capital Management LLC/CA reported owning MSFT?

Morton Capital Management LLC/CA reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in Morton Capital Management LLC/CA's portfolio?

The largest reported portfolio weight for MSFT was 4.82% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Morton Capital Management LLC/CA reported 38,611 shares, equal to 2.13% of portfolio, with an estimated market value of $14.3M.

What does the chart on this MSFT ownership page compare?

The chart compares Morton Capital Management LLC/CA'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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