MSFT Microsoft, Inc. COM

Ownership history in PATTEN & PATTEN INC/TN  ·  107 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in Microsoft, Inc. 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
5.02% (2024 Q2)
Avg. % of fund
2.08%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
107
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 150,681 -4,521 -2.9% 4.28% $72.9M $482.52
2025 Q3 REDUCED 155,202 -794 -0.5% 4.72% $80.4M $515.81
2025 Q2 REDUCED 155,996 -3,712 -2.3% 5.02% $77.6M $494.54
2025 Q1 ADDED 159,708 +599 +0.4% 4.01% $60.0M $372.54
2024 Q4 REDUCED 159,109 -691 -0.4% 4.43% $67.1M $417.46
2024 Q3 REDUCED 159,800 -980 -0.6% 4.56% $68.8M $425.32
2024 Q2 REDUCED 160,780 -1,277 -0.8% 5.02% $71.9M $440.99
2024 Q1 ADDED 162,057 +9,125 +6.0% 4.86% $68.2M $414.36
2023 Q4 REDUCED 152,932 -9,208 -5.7% 4.72% $57.5M $369.67
2023 Q3 REDUCED 162,140 -65 -0.0% 4.50% $51.2M $309.77
97 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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