MSFT Microsoft Corp Com COM

Ownership history in Roundview Capital LLC  ·  66 quarters on record

This page tracks every 13F SEC filing in which Roundview Capital LLC reported a position in Microsoft Corp Com COM (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
5.76% (2010 Q3)
Avg. % of fund
2.78%
First filed
2009 Q3
Last filed
2025 Q4
Quarters held
66
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 141,340 +2,504 +1.8% 4.20% $68.4M $482.52
2025 Q3 ADDED 138,836 +58 +0.0% 4.55% $71.9M $515.81
2025 Q2 ADDED 138,778 +709 +0.5% 4.61% $69.0M $494.54
2025 Q1 REDUCED 138,069 -5,373 -3.7% 3.74% $51.8M $372.54
2024 Q4 ADDED 143,442 +1,420 +1.0% 4.22% $60.5M $417.46
2024 Q3 ADDED 142,022 +523 +0.4% 4.43% $61.1M $425.32
2024 Q2 ADDED 141,499 +2,300 +1.7% 4.98% $63.2M $440.99
2024 Q1 ADDED 139,199 +2,512 +1.8% 4.79% $58.6M $414.36
2023 Q4 ADDED 136,687 +1,396 +1.0% 4.74% $51.4M $369.67
2023 Q3 REDUCED 135,291 -1,267 -0.9% 4.30% $42.7M $309.77
56 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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