MSFT MICROSOFT CORP

Ownership history in O'Brien Greene & Co. Inc  ·  29 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported MICROSOFT CORP (MSFT) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.42% in 2025 Q2. The latest visible filing shows MSFT at 3.04% 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 O'Brien Greene & Co. Inc'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 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.42% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 O'Brien Greene & Co. Inc held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,168 +779 +3.8% 3.04% $10.2M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 20,389 -653 -3.1% 3.25% $10.6M 2025-11-10 $503.90
2025 Q2 REDUCED 21,042 -272 -1.3% 3.42% $10.5M 2025-08-06 $521.91
2025 Q1 REDUCED 21,314 -378 -1.7% 2.68% $8.0M 2025-05-12 $445.85
2024 Q4 ADDED 21,692 +180 +0.8% 2.97% $9.1M 2025-02-03 $406.98
2024 Q3 REDUCED 21,512 -1,131 -5.0% 2.88% $9.3M 2024-11-15 $410.20
2024 Q2 ADDED 22,643 +1,436 +6.8% 3.20% $10.1M 2024-08-12 $401.38
2024 Q1 REDUCED 21,207 -13 -0.1% 2.93% $8.9M 2024-05-02 $391.83
2023 Q4 REDUCED 21,220 -325 -1.5% 2.81% $8.0M 2024-02-02 $404.26
2023 Q3 REDUCED 21,545 -46,662 -68.4% 2.49% $6.8M 2023-11-08 $356.33
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & Co. Inc and MSFT

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

How long has O'Brien Greene & Co. Inc reported owning MSFT?

O'Brien Greene & Co. Inc reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for MSFT was 3.42% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 21,168 shares, equal to 3.04% of portfolio, with an estimated market value of $10.2M.

What does the chart on this MSFT ownership page compare?

The chart compares O'Brien Greene & Co. Inc'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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