MSFT MICROSOFT CORP COM

Ownership history in Salomon & Ludwin, LLC  ·  29 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported MICROSOFT CORP COM (MSFT) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.97% in 2024 Q2. The latest visible filing shows MSFT at 2.60% 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 Salomon & Ludwin, LLC's position in MICROSOFT CORP COM, 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 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 Salomon & Ludwin, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 62,162 +500 +0.8% 2.60% $29.4M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 61,662 +2,959 +5.0% 2.87% $31.9M 2025-10-21 $515.52
2025 Q2 REDUCED 58,703 -2,468 -4.0% 2.85% $28.8M 2025-07-29 $509.61
2025 Q1 ADDED 61,171 +5,400 +9.7% 2.45% $23.0M 2025-04-28 $388.19
2024 Q4 REDUCED 55,771 -419 -0.7% 2.49% $23.5M 2025-01-30 $411.01
2024 Q3 REDUCED 56,190 -3,410 -5.7% 2.46% $24.2M 2024-10-24 $419.82
2024 Q2 REDUCED 59,600 -11,528 -16.2% 2.97% $26.6M 2024-07-25 $412.82
2024 Q1 ADDED 71,128 +700 +1.0% 2.57% $29.9M 2024-05-02 $391.83
2023 Q4 UNCHANGED 70,428 0% 2.32% $22.2M 2024-02-07 $407.04
2023 Q3 REDUCED 70,428 -86 -0.1% 2.32% $22.2M 2023-11-14 $363.26
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and MSFT

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

How long has Salomon & Ludwin, LLC reported owning MSFT?

Salomon & Ludwin, LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for MSFT was 2.97% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 62,162 shares, equal to 2.60% of portfolio, with an estimated market value of $29.4M.

What does the chart on this MSFT ownership page compare?

The chart compares Salomon & Ludwin, LLC'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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