Ownership history in Quantum Portfolio Management LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Quantum Portfolio Management 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 β sourced directly from SEC EDGAR 13F filings.
π Quantum Portfolio Management LLC underperformed the S&P 500 by β5.2% annually on this MSFT position. Timing score: 29% (2/7 decisions correct). Average cost basis: $447.99. Maximum drawdown during holding period: β15.5%.
β Significantly underperformed the S&P 500 by 5.2% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $372.54 (2025 Q1) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size