MSFT — MICROSOFT CORP

Ownership history in Plancorp, LLC  ·  47 quarters on record

This page tracks every 13F SEC filing in which Plancorp, 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
2.41% (2020 Q3)
Avg. % of fund
0.84%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,030 -667 -1.9% 0.51% $16.9M $482.52
2025 Q3 REDUCED 35,697 -2,389 -6.3% 0.58% $18.5M $515.81
2025 Q2 ADDED 38,086 +1,112 +3.0% 0.66% $18.9M $494.54
2025 Q1 ADDED 36,974 +2,409 +7.0% 0.55% $13.9M $372.54
43 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 Plancorp, LLC Holdings