MSFT — MICROSOFT CORP

Ownership history in Teamwork Financial Advisors, LLC  ·  30 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported MICROSOFT CORP (MSFT) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.47% in 2023 Q4. The latest visible filing shows MSFT at 2.90% 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 Teamwork Financial Advisors, LLC'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 2.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.47% in 2023 Q4

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.

MSFT stock page Teamwork Financial Advisors, LLC fund profile Teamwork Financial Advisors, LLC full holdings
How Teamwork Financial Advisors, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 59,385 +53,285 +873.5% 2.90% $28.7M 2026-02-14 (Est.) $400.41
2025 Q4 REDUCED 6,100 -50,466 -89.2% 0.30% $3.0M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 56,566 +46,866 +483.2% 3.02% $29.3M 2025-10-08 $522.68
2025 Q3 REDUCED 9,700 -58,193 -85.7% 0.52% $5.0M 2025-10-08 $522.68
2025 Q2 ADDED 67,893 +62,793 +1231.2% 3.91% $33.8M 2025-07-07 $494.85
2025 Q2 REDUCED 5,100 -35,294 -87.4% 0.29% $2.5M 2025-07-07 $494.85
2025 Q1 ADDED 40,394 +37,194 +1162.3% 2.02% $15.2M 2025-04-10 $378.45
2025 Q1 REDUCED 3,200 -72,444 -95.8% 0.16% $1.2M 2025-04-10 $378.45
2024 Q4 ADDED 75,644 +75,426 +34599.1% 4.14% $31.9M 2025-01-17 $424.92
2024 Q4 REDUCED 218 -74,233 -99.7% 0.00% $12K 2025-01-17 $424.92
2024 Q3 ADDED 74,451 +3,674 +5.2% 4.44% $32.0M 2024-10-16 $411.31
2024 Q2 REDUCED 70,777 -18,229 -20.5% 4.69% $31.6M 2024-08-06 $394.28
2024 Q1 REDUCED 89,006 -26,766 -23.1% 5.76% $37.4M 2024-04-19 $393.09
2023 Q4 ADDED 115,772 +1,136 +1.0% 7.47% $43.5M 2024-01-19 $391.92
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Palidye Holdings (Caymans) Ltd 30.37% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% True Blue (BVI) Ltd 28.22% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52%

FAQ About Teamwork Financial Advisors, 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 Teamwork Financial Advisors, LLC reported owning MSFT?

Teamwork Financial Advisors, LLC reported MSFT across 14 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for MSFT was 7.47% in 2023 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Teamwork Financial Advisors, LLC reported 59,385 shares, equal to 2.90% of portfolio, with an estimated market value of $28.7M.

What does the chart on this MSFT ownership page compare?

The chart compares Teamwork Financial Advisors, 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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