MSFT MICROSOFT INC

Ownership history in Private Advisory Group LLC  ·  40 quarters on record

This page tracks every 13F SEC filing in which Private Advisory Group LLC reported a position in MICROSOFT INC (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
6.63% (2024 Q2)
Avg. % of fund
4.6%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 157,987 +17,735 +12.6% 5.99% $76.4M $482.52
2025 Q3 ADDED 140,252 +125,052 +822.7% 5.97% $72.6M $515.81
2025 Q3 REDUCED 15,200 -39,400 -72.2% 0.65% $7.9M $515.81
2025 Q3 REDUCED 54,600 -82,540 -60.2% 2.32% $28.3M $515.81
2025 Q2 ADDED 137,140 +1,277 +0.9% 6.17% $68.2M $494.54
2025 Q1 ADDED 135,863 +127,063 +1443.9% 5.70% $51.0M $372.54
2025 Q1 REDUCED 8,800 -120,081 -93.2% 0.37% $3.3M $372.54
2024 Q4 ADDED 128,881 +11,884 +10.2% 6.09% $54.3M $417.46
2024 Q3 ADDED 116,997 +3,110 +2.7% 6.01% $50.3M $425.32
2024 Q2 ADDED 113,887 +9,321 +8.9% 6.63% $50.9M $440.99
30 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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