MSFT MICROSOFT CORP COMMON STOCK

Ownership history in PUZO MICHAEL J  ·  98 quarters on record

This page tracks every 13F SEC filing in which PUZO MICHAEL J reported a position in MICROSOFT CORP COMMON STOCK (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
5.74% (2006 Q2)
Avg. % of fund
2.95%
First filed
2000 Q4
Last filed
2025 Q4
Quarters held
98
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,137 +172 +0.5% 4.89% $18.0M $482.52
2025 Q3 REDUCED 36,965 -89 -0.2% 5.22% $19.1M $515.81
2025 Q2 REDUCED 37,054 -1,565 -4.1% 5.25% $18.4M $494.54
2025 Q1 ADDED 38,619 +421 +1.1% 4.15% $14.5M $372.54
94 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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