MSFT MICROSOFT CORP

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  45 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported MICROSOFT CORP (MSFT) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.23% in 2025 Q2. The latest visible filing shows MSFT at 4.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV'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 4.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.23% in 2025 Q2

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 ROWLANDMILLER & PARTNERS.ADV 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 48,206 +161 +0.3% 4.50% $23.3M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 48,045 -2,910 -5.7% 4.89% $24.9M 2025-10-01 $517.56
2025 Q2 ADDED 50,955 +84 +0.2% 5.23% $25.3M 2025-07-01 $489.21
2025 Q1 REDUCED 50,871 -453 -0.9% 4.02% $19.1M 2025-04-15 $382.80
2024 Q4 REDUCED 51,324 -557 -1.1% 4.52% $21.6M 2025-02-04 $408.42
2024 Q3 ADDED 51,881 +728 +1.4% 4.53% $22.3M 2024-10-23 $419.69
2024 Q2 ADDED 51,153 +215 +0.4% 4.98% $22.9M 2024-07-29 $421.04
2024 Q1 ADDED 50,938 +113 +0.2% 4.52% $21.4M 2024-04-08 $418.17
2023 Q4 REDUCED 50,825 -894 -1.7% 4.38% $19.1M 2024-01-03 $364.32
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and MSFT

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning MSFT?

ROWLANDMILLER & PARTNERS.ADV reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for MSFT was 5.23% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when ROWLANDMILLER & PARTNERS.ADV reported 48,206 shares, equal to 4.50% of portfolio, with an estimated market value of $23.3M.

What does the chart on this MSFT ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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