MSFT MICROSOFT CORP COM

Ownership history in Welch Group, LLC  ·  67 quarters on record

This page tracks every 13F SEC filing in which Welch Group, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
4.6% (2020 Q2)
Avg. % of fund
2.19%
First filed
2008 Q2
Last filed
2025 Q4
Quarters held
67
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 206,681 -368 -0.2% 3.85% $100.0M $482.52
2025 Q3 ADDED 207,049 +2,075 +1.0% 4.19% $107.2M $515.81
2025 Q2 ADDED 204,974 +1,077 +0.5% 4.26% $102.0M $494.54
2025 Q1 ADDED 203,897 +2,620 +1.3% 3.40% $77.2M $372.54
2024 Q4 ADDED 201,277 +422 +0.2% 3.85% $85.5M $417.46
2024 Q3 REDUCED 200,855 -167 -0.1% 3.76% $86.4M $425.32
2024 Q2 REDUCED 201,022 -1,558 -0.8% 4.32% $89.8M $440.99
2024 Q1 REDUCED 202,580 -16,276 -7.4% 4.23% $85.2M $414.36
2023 Q4 REDUCED 218,856 -4,812 -2.2% 4.43% $82.3M $369.67
2023 Q3 REDUCED 223,668 -5,148 -2.2% 4.18% $70.6M $309.77
57 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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