MSFT — MICROSOFT COM

Ownership history in NORTH POINT PORTFOLIO MANAGERS CORP/OH  ·  97 quarters on record

AI Ownership Summary

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported MICROSOFT COM (MSFT) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.85% in 2025 Q4. The latest visible filing shows MSFT at 3.85% 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 NORTH POINT PORTFOLIO MANAGERS CORP/OH's position in MICROSOFT COM, 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 3.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% in 2025 Q4

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 NORTH POINT PORTFOLIO MANAGERS CORP/OH fund profile NORTH POINT PORTFOLIO MANAGERS CORP/OH full holdings
How NORTH POINT PORTFOLIO MANAGERS CORP/OH 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 47,000 +12,541 +36.4% 3.85% $22.7M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 34,459 -322 -0.9% 2.95% $17.8M 2025-10-23 $518.40
2025 Q2 REDUCED 34,781 -713 -2.0% 2.97% $17.3M 2025-07-30 $510.28
2025 Q1 ADDED 35,494 +30,265 +578.8% 2.34% $13.3M 2025-04-22 $364.03
2024 Q4 REDUCED 5,229 -11,626 -69.0% 0.38% $2.2M 2025-01-22 $441.92
2024 Q3 ADDED 16,855 +11,595 +220.4% 1.16% $7.3M 2024-10-24 $419.82
2024 Q2 ADDED 5,260 +291 +5.9% 0.41% $2.4M 2024-07-29 $421.04
2024 Q1 ADDED 4,969 +125 +2.6% 0.35% $2.1M 2024-04-23 $401.41
2023 Q4 ADDED 4,844 +447 +10.2% 0.33% $1.8M 2024-01-23 $392.14
88 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

Financial Insights, Inc. 3Y 7Y 7.8% Employees Provident Fund Board 6.87% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 5.92% Hilltop National Bank 5.76% Adelphi Trust Co 5.24% Byrne Asset Management LLC 3Y 4.38% NEVILLE RODIE & SHAW INC 3Y 7Y 4.32% Somerset Trust Co 3Y 7Y 3.88% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 3.86% Coastline Trust Co 3Y 7Y 3.81%

FAQ About NORTH POINT PORTFOLIO MANAGERS CORP/OH and MSFT

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

How long has NORTH POINT PORTFOLIO MANAGERS CORP/OH reported owning MSFT?

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in NORTH POINT PORTFOLIO MANAGERS CORP/OH's portfolio?

The largest reported portfolio weight for MSFT was 3.85% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 47,000 shares, equal to 3.85% of portfolio, with an estimated market value of $22.7M.

What does the chart on this MSFT ownership page compare?

The chart compares NORTH POINT PORTFOLIO MANAGERS CORP/OH'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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