MSFT — MICROSOFT CORP

Ownership history in Strait & Sound Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Strait & Sound Wealth Management LLC 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
9.25% (2023 Q2)
Avg. % of fund
7.51%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,534 +575 +1.6% 6.58% $17.7M $482.52
2025 Q3 ADDED 35,959 +24 +0.1% 7.15% $18.6M $515.81
2025 Q2 REDUCED 35,935 -896 -2.4% 7.59% $17.9M $494.54
2025 Q1 ADDED 36,831 +4,173 +12.8% 6.43% $13.8M $372.54
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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