MSFT Microsoft Corp.

Ownership history in WD RUTHERFORD LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which WD RUTHERFORD 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
4.2% (2023 Q4)
Avg. % of fund
3.69%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,539 +682 +4.3% 3.34% $8.0M $482.52
2025 Q3 REDUCED 15,857 -4 -0.0% 3.49% $8.2M $515.81
2025 Q2 REDUCED 15,861 -1,048 -6.2% 3.63% $7.9M $494.54
2025 Q1 REDUCED 16,909 -291 -1.7% 3.47% $6.5M $372.54
2024 Q4 REDUCED 17,200 -288 -1.6% 3.44% $7.2M $417.46
2024 Q3 REDUCED 17,488 -51 -0.3% 3.68% $7.5M $425.32
2024 Q2 REDUCED 17,539 -430 -2.4% 3.94% $7.8M $440.99
2024 Q1 REDUCED 17,969 -252 -1.4% 3.91% $7.6M $414.36
2023 Q4 REDUCED 18,221 -299 -1.6% 4.20% $7.2M $369.67
2023 Q3 REDUCED 18,520 -191 -1.0% 4.01% $5.8M $309.77
11 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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