MSFT MICROSOFT CORP

Ownership history in Walker Financial Services, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Walker Financial Services, Inc. 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
3.39% (2023 Q4)
Avg. % of fund
2.34%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,634 -1,352 -19.4% 0.99% $2.7M $482.52
2025 Q3 REDUCED 6,986 -768 -9.9% 1.41% $3.6M $515.81
2025 Q2 ADDED 7,754 +84 +1.1% 1.75% $3.9M $494.54
2025 Q1 REDUCED 7,670 -586 -7.1% 1.51% $2.9M $372.54
2024 Q4 REDUCED 8,256 -91 -1.1% 2.02% $3.5M $417.46
2024 Q3 ADDED 8,347 +78 +0.9% 2.43% $3.6M $425.32
2024 Q2 REDUCED 8,269 -146 -1.7% 2.89% $3.7M $440.99
2024 Q1 REDUCED 8,415 -308 -3.5% 2.91% $3.5M $414.36
2023 Q4 REDUCED 8,723 -753 -7.9% 3.39% $3.3M $369.67
2023 Q3 ADDED 9,476 +42 +0.4% 2.91% $3.0M $309.77
2 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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