MSFT MICROSOFT CORP

Ownership history in NWAM LLC  ·  42 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
9.55% (2020 Q3)
Avg. % of fund
5.87%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 242,776 -2,848 -1.2% 6.42% $114.9M $482.52
2025 Q3 ADDED 245,624 +57,025 +30.2% 8.98% $127.7M $515.81
2025 Q2 REDUCED 188,599 -60,836 -24.4% 7.88% $96.8M $494.54
2025 Q1 REDUCED 249,435 -5,857 -2.3% 8.05% $93.6M $372.54
2024 Q4 REDUCED 255,292 -8,450 -3.2% 6.65% $107.6M $417.46
2024 Q3 ADDED 263,742 +11,004 +4.4% 6.92% $113.5M $425.32
2024 Q1 REDUCED 252,738 -1,869 -0.7% 8.41% $104.1M $414.36
2023 Q4 ADDED 254,607 +57,058 +28.9% 7.69% $95.7M $369.67
2023 Q3 REDUCED 197,549 -57,814 -22.6% 6.33% $62.4M $309.77
2023 Q2 ADDED 255,363 +18,804 +7.9% 7.14% $87.0M $333.39
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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