MSFT MICROSOFT CORP

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, 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
6.23% (2023 Q2)
Avg. % of fund
5.18%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,324 -127 -0.6% 4.84% $10.8M $482.52
2025 Q3 REDUCED 22,451 -28 -0.1% 5.20% $11.6M $515.81
2025 Q2 ADDED 22,479 +185 +0.8% 5.47% $11.2M $494.54
2025 Q1 ADDED 22,294 +1,038 +4.9% 4.31% $8.4M $372.54
9 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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