MSFT MICROSOFT CORP

Ownership history in Stonebrook Private Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stonebrook Private Inc. 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
5.11% (2024 Q2)
Avg. % of fund
4.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,739 -9,605 -23.8% 3.11% $14.9M $482.52
2025 Q3 REDUCED 40,344 -37 -0.1% 4.51% $20.9M $515.81
2025 Q2 REDUCED 40,381 -438 -1.1% 4.70% $20.1M $494.54
2025 Q1 ADDED 40,819 +1,012 +2.5% 3.98% $15.3M $372.54
2024 Q4 ADDED 39,807 +49 +0.1% 4.39% $16.8M $417.46
2024 Q3 REDUCED 39,758 -35 -0.1% 4.52% $17.1M $425.32
2024 Q2 ADDED 39,793 +218 +0.6% 5.11% $17.8M $440.99
2024 Q1 ADDED 39,575 +2,540 +6.9% 4.86% $16.7M $414.36
2023 Q4 INITIATED 37,035 4.65% $13.9M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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