Ownership history in Obermeyer Wealth Partners · 67 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in MICROSOFT CORP Common (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 202,616 | -7,339 | -3.5% | 4.48% | $98.0M | $482.52 |
| 2025 Q3 | REDUCED | 209,955 | -2,678 | -1.3% | 5.09% | $108.7M | $515.81 |
| 2025 Q2 | ADDED | 212,633 | +76 | +0.0% | 5.27% | $105.8M | $494.54 |
| 2025 Q1 | REDUCED | 212,557 | -3,282 | -1.5% | 4.26% | $79.8M | $372.54 |
| 2024 Q4 | REDUCED | 215,839 | -837 | -0.4% | 4.74% | $91.0M | $417.46 |
| 2024 Q3 | REDUCED | 216,676 | -4,763 | -2.2% | 4.99% | $93.2M | $425.32 |
| 2024 Q2 | ADDED | 221,439 | +1,349 | +0.6% | 5.67% | $99.0M | $440.99 |
| 2024 Q1 | ADDED | 220,090 | +3,133 | +1.4% | 5.45% | $92.6M | $414.36 |
| 2023 Q4 | REDUCED | 216,957 | -5,232 | -2.4% | 5.57% | $81.6M | $369.67 |
| 2023 Q3 | REDUCED | 222,189 | -3,803 | -1.7% | 5.22% | $70.2M | $309.77 |
As of 2025 Q4 — sorted by position size