MSFT Microsoft

Ownership history in PHYSICIANS FINANCIAL SERVICES, INC.  ·  41 quarters on record

This page tracks every 13F SEC filing in which PHYSICIANS FINANCIAL SERVICES, INC. reported a position in Microsoft (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
6.34% (2024 Q1)
Avg. % of fund
4.01%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,285 -635 -1.5% 5.36% $20.0M $482.52
2025 Q3 REDUCED 41,920 -579 -1.4% 5.93% $21.7M $515.81
2025 Q2 REDUCED 42,499 -812 -1.9% 6.30% $21.1M $494.54
2025 Q1 ADDED 43,311 +465 +1.1% 5.17% $16.3M $372.54
2024 Q4 REDUCED 42,846 -30 -0.1% 5.48% $18.1M $417.46
2024 Q3 REDUCED 42,876 -530 -1.2% 5.74% $18.4M $425.32
2024 Q2 ADDED 43,406 +592 +1.4% 6.31% $19.4M $440.99
2024 Q1 REDUCED 42,814 -25 -0.1% 6.34% $18.0M $414.36
2023 Q4 REDUCED 42,839 -115 -0.3% 6.10% $16.1M $369.67
2023 Q3 ADDED 42,954 +149 +0.3% 5.55% $13.6M $309.77
31 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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