MSFT β€” MICROSOFT CORP. COM

Ownership history in VANGUARD GROUP INC  Β·  103 quarters on record

This page tracks every 13F SEC filing in which VANGUARD GROUP INC reported a position in MICROSOFT CORP. COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.8% (2024 Q2)
πŸ“Š Avg. % of fund
2.61%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
103

Position Intelligence

VANGUARD GROUP INC Γ— MSFT AI Analytics

πŸ“ˆ VANGUARD GROUP INC outperformed the S&P 500 by +5.0% annually on this MSFT position. Timing score: 56% (57/101 decisions correct). Average cost basis: $83.78. Maximum drawdown during holding period: –62.8%.

πŸ“ˆ Position Alpha vs SPY
+5.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.0% per year on this position.
102 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
57 of 101 add/trim decisions correct

πŸ’° Entry Quality
$83.78
+475.9% vs current ($482.52)

Best entry: $13.22 (2000 Q4)  Β·  Worst: $494.54 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–62.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
78%
buy-side decisions

80 adds Β· 22 trims. Bought during 26 of 36 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ VANGUARD GROUP INC has been actively increasing its MSFT allocation β€” a bullish signal from insiders.
Currently 5.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSFT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 717,942,580 +15,955,898 +2.3% 5.03% $347.21B $482.52
2025 Q3 REDUCED 701,986,682 -3,091,104 -0.4% 5.44% $363.59B $515.81
2025 Q2 ADDED 705,077,786 +13,691,572 +2.0% 5.68% $350.71B $494.54
2025 Q1 ADDED 691,386,214 +7,314,509 +1.1% 4.69% $259.54B $372.54
2024 Q4 ADDED 684,071,705 +10,431,988 +1.5% 5.02% $288.34B $417.46
2024 Q3 REDUCED 673,639,717 -2,266,742 -0.3% 5.19% $289.87B $425.32
2024 Q2 ADDED 675,906,459 +7,919,421 +1.2% 5.80% $302.10B $440.99
2024 Q1 ADDED 667,987,038 +3,078,130 +0.5% 5.57% $281.04B $414.36
2023 Q4 ADDED 664,908,908 +15,701,906 +2.4% 5.47% $250.03B $369.67
2023 Q3 REDUCED 649,207,002 -4,040,544 -0.6% 5.04% $204.99B $309.77
93 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to VANGUARD GROUP INC Holdings