MSFT — MICROSOFT CORP

Ownership history in PACK Private Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, 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
0.35% (2025 Q3)
Avg. % of fund
0.2%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,425 — 0% 0.31% $689K $482.52
2025 Q3 ADDED 1,425 +932 +189.0% 0.35% $738K $515.81
2025 Q2 UNCHANGED 493 — 0% 0.13% $245K $494.54
2024 Q4 UNCHANGED 493 — 0% 0.12% $208K $417.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
← Back to PACK Private Wealth, LLC Holdings