MSFT MICROSOFT CORP

Ownership history in TRB Advisors LP  ·  33 quarters on record

This page tracks every 13F SEC filing in which TRB Advisors LP 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
40.03% (2022 Q4)
Avg. % of fund
22.81%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 120,000 0% 13.59% $58.0M $482.52
2025 Q3 REDUCED 120,000 -75,000 -38.5% 12.52% $62.2M $515.81
2025 Q2 ADDED 195,000 +25,000 +14.7% 23.25% $97.0M $494.54
2025 Q1 UNCHANGED 170,000 0% 30.24% $63.8M $372.54
2024 Q4 UNCHANGED 170,000 0% 11.92% $71.7M $417.46
2024 Q3 UNCHANGED 170,000 0% 13.46% $73.2M $425.32
2024 Q2 REDUCED 170,000 -50,000 -22.7% 14.17% $76.0M $440.99
2024 Q1 ADDED 220,000 +50,000 +29.4% 19.99% $92.6M $414.36
2023 Q4 UNCHANGED 170,000 0% 37.15% $63.9M $369.67
2023 Q3 UNCHANGED 170,000 0% 35.80% $53.7M $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)
← Back to TRB Advisors LP Holdings