MSFT MICROSOFT CORP

Ownership history in Trinity Legacy Partners, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Trinity Legacy Partners, 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
3.71% (2018 Q4)
Avg. % of fund
2.33%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,742 +110 +0.6% 2.08% $9.1M $482.52
2025 Q3 ADDED 18,632 +73 +0.4% 2.22% $9.6M $515.81
2025 Q2 REDUCED 18,559 -63 -0.3% 2.28% $9.4M $494.54
2025 Q1 ADDED 18,622 +953 +5.4% 2.12% $8.4M $372.54
2024 Q4 ADDED 17,669 +416 +2.4% 1.92% $7.4M $417.46
2024 Q3 REDUCED 17,253 -142 -0.8% 1.86% $7.2M $425.32
2024 Q2 ADDED 17,395 +102 +0.6% 2.21% $7.8M $440.99
2024 Q1 REDUCED 17,293 -6,225 -26.5% 2.13% $7.3M $414.36
2023 Q4 REDUCED 23,518 -379 -1.6% 2.79% $8.8M $369.67
2023 Q3 REDUCED 23,897 -708 -2.9% 2.61% $7.5M $309.77
22 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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