MSFT Microsoft Corp

Ownership history in Tower View Wealth Management LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Tower View 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
4.91% (2025 Q3)
Avg. % of fund
2.74%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,389 +52 +0.3% 4.40% $8.9M $482.52
2025 Q3 ADDED 18,337 +33 +0.2% 4.91% $9.5M $515.81
2025 Q2 ADDED 18,304 +488 +2.7% 4.72% $9.1M $494.54
2025 Q1 REDUCED 17,816 -11 -0.1% 3.89% $6.7M $372.54
2024 Q4 ADDED 17,827 +137 +0.8% 3.97% $7.5M $417.46
2024 Q3 ADDED 17,690 +109 +0.6% 4.17% $7.6M $425.32
2024 Q2 ADDED 17,581 +105 +0.6% 4.51% $7.9M $440.99
2024 Q1 REDUCED 17,476 -319 -1.8% 4.30% $7.4M $414.36
2023 Q4 REDUCED 17,795 -111 -0.6% 4.15% $6.7M $369.67
2023 Q3 ADDED 17,906 +1,214 +7.3% 3.97% $5.7M $309.77
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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