MSFT MICROSOFT CORP COM COM

Ownership history in Overbrook Management Corp  ·  69 quarters on record

This page tracks every 13F SEC filing in which Overbrook Management Corp reported a position in MICROSOFT CORP COM COM (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
9.83% (2023 Q2)
Avg. % of fund
3.61%
First filed
2003 Q3
Last filed
2025 Q4
Quarters held
69
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 87,535 +2,384 +2.8% 7.31% $42.3M $482.52
2025 Q3 REDUCED 85,151 -1,503 -1.7% 7.93% $44.1M $515.81
2025 Q2 ADDED 86,654 +7,567 +9.6% 8.03% $43.1M $494.54
2025 Q1 REDUCED 79,087 -12,594 -13.7% 6.97% $29.7M $372.54
2024 Q4 REDUCED 91,681 -193 -0.2% 8.32% $38.6M $417.46
2024 Q3 ADDED 91,874 +12,411 +15.6% 9.07% $39.5M $425.32
2024 Q2 REDUCED 79,463 -1,086 -1.3% 8.97% $35.5M $440.99
2024 Q1 REDUCED 80,549 -40,877 -33.7% 9.11% $33.9M $414.36
2023 Q4 ADDED 121,426 +593 +0.5% 9.23% $45.7M $369.67
2023 Q3 REDUCED 120,833 -666 -0.5% 8.88% $38.2M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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