MSFT MICROSOFT CORP COM

Ownership history in WESPAC Advisors, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which WESPAC Advisors, 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
11.88% (2022 Q4)
Avg. % of fund
1.26%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,705 +1,023 +27.8% 1.23% $2.3M $482.52
2025 Q3 ADDED 3,682 +552 +17.6% 1.11% $1.9M $515.81
2025 Q2 REDUCED 3,130 -63 -2.0% 1.09% $1.6M $494.54
2025 Q1 ADDED 3,193 +28 +0.9% 0.98% $1.2M $372.54
2024 Q4 UNCHANGED 3,165 0% 0.98% $1.3M $417.46
2024 Q3 REDUCED 3,165 -54 -1.7% 1.01% $1.4M $425.32
2024 Q2 REDUCED 3,219 -599 -15.7% 1.13% $1.4M $440.99
2024 Q1 REDUCED 3,818 -64 -1.6% 0.94% $1.6M $414.36
2023 Q4 ADDED 3,882 +316 +8.9% 1.01% $1.5M $369.67
2023 Q3 ADDED 3,566 +250 +7.5% 0.84% $1.1M $309.77
35 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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