MSFT MICROSOFT CORP

Ownership history in William Allan Corp  ·  17 quarters on record

This page tracks every 13F SEC filing in which William Allan Corp 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
4.15% (2025 Q2)
Avg. % of fund
3.19%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,630 -387 -2.8% 3.74% $6.6M $482.52
2025 Q3 REDUCED 14,017 -319 -2.2% 4.07% $7.3M $515.81
2025 Q2 ADDED 14,336 +1,184 +9.0% 4.15% $7.1M $494.54
2025 Q1 REDUCED 13,152 -25 -0.2% 3.10% $4.9M $372.54
2024 Q4 ADDED 13,177 +150 +1.2% 3.41% $5.6M $417.46
2024 Q3 REDUCED 13,027 -99 -0.8% 3.48% $5.6M $425.32
2024 Q2 UNCHANGED 13,126 0% 3.92% $5.9M $440.99
2024 Q1 ADDED 13,126 +285 +2.2% 3.67% $5.5M $414.36
2023 Q4 REDUCED 12,841 -421 -3.2% 3.46% $4.8M $369.67
2023 Q3 REDUCED 13,262 -320 -2.4% 3.32% $4.2M $309.77
7 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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