MSFT D MICROSOFT CORP COM COM

Ownership history in PITTENGER & ANDERSON INC  ·  106 quarters on record

AI Ownership Summary

PITTENGER & ANDERSON INC reported D MICROSOFT CORP COM COM (MSFT) in 106 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.31% in 2024 Q2. The latest visible filing shows MSFT at 2.27% 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 PITTENGER & ANDERSON INC's position in D MICROSOFT CORP COM COM, 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 2.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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 PITTENGER & ANDERSON INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 122,221 +455 +0.4% 2.27% $59.1M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 121,766 +692 +0.6% 2.31% $63.1M 2025-11-03 $514.89
2025 Q2 REDUCED 121,074 -2,904 -2.3% 2.20% $60.2M 2025-07-30 $510.28
2025 Q1 REDUCED 123,978 -434 -0.3% 1.71% $46.5M 2025-05-01 $422.17
2024 Q4 REDUCED 124,412 -1,875 -1.5% 1.90% $52.4M 2025-01-31 $411.08
2024 Q3 ADDED 126,287 +243 +0.2% 2.04% $54.3M 2024-10-30 $427.53
2024 Q2 REDUCED 126,044 -5,024 -3.8% 2.31% $56.3M 2024-08-09 $400.60
2024 Q1 REDUCED 131,068 -274 -0.2% 2.24% $55.1M 2024-05-02 $391.83
2023 Q4 REDUCED 131,342 -1,307 -1.0% 2.21% $49.4M 2024-02-02 $404.26
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PITTENGER & ANDERSON 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 PITTENGER & ANDERSON INC reported owning MSFT?

PITTENGER & ANDERSON INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in PITTENGER & ANDERSON INC's portfolio?

The largest reported portfolio weight for MSFT was 2.31% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when PITTENGER & ANDERSON INC reported 122,221 shares, equal to 2.27% of portfolio, with an estimated market value of $59.1M.

What does the chart on this MSFT ownership page compare?

The chart compares PITTENGER & ANDERSON 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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