MSFT MICROSOFT CORP

Ownership history in Randall & Associates Wealth Management  ·  9 quarters on record

AI Ownership Summary

Randall & Associates Wealth Management reported MICROSOFT CORP (MSFT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q4. The latest visible filing shows MSFT at 0.88% 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.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Randall & Associates Wealth Management's position in MICROSOFT CORP, 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q4

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 Randall & Associates Wealth Management 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 2,623 +691 +35.8% 0.88% $1.3M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 1,932 +183 +10.5% 0.73% $1.0M 2025-10-16 $509.49
2025 Q2 REDUCED 1,749 -303 -14.8% 0.67% $870K 2025-07-23 $502.95
2025 Q1 REDUCED 2,052 -286 -12.2% 0.63% $770K 2025-04-09 $387.52
2024 Q4 ADDED 2,338 +753 +47.5% 0.82% $985K 2025-01-15 $422.22
2024 Q3 REDUCED 1,585 -46 -2.8% 0.56% $682K 2024-11-07 $420.51
2024 Q2 REDUCED 1,631 -618 -27.5% 0.66% $729K 2024-07-17 $437.60
2024 Q1 ADDED 2,249 +914 +68.5% 0.85% $946K 2024-04-23 $401.41
2023 Q4 INITIATED 1,335 0.49% $502K 2024-02-14 $403.30

FAQ About Randall & Associates Wealth Management and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Randall & Associates Wealth Management reported owning MSFT?

Randall & Associates Wealth Management reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Randall & Associates Wealth Management's portfolio?

The largest reported portfolio weight for MSFT was 0.88% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Randall & Associates Wealth Management reported 2,623 shares, equal to 0.88% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MSFT ownership page compare?

The chart compares Randall & Associates Wealth Management'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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