MSFT β€” MICROSOFT CORP

Ownership history in WORLD EQUITY GROUP, INC.  Β·  7 quarters on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported MICROSOFT CORP (MSFT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 5.57% in 2024 Q4. The latest visible filing shows MSFT at 3.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WORLD EQUITY GROUP, INC.'s position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 3.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WORLD EQUITY GROUP, INC. held MSFT β€” position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,223 -6,116 -17.3% 3.94% $14.1M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 35,339 +5,976 +20.4% 4.15% $18.3M 2025-10-24 $521.44
2025 Q2 REDUCED 29,363 -8,739 -22.9% 3.98% $14.6M 2025-07-15 $502.90
2025 Q1 REDUCED 38,102 -23,492 -38.1% 4.33% $15.2M 2025-04-22 $364.03
2024 Q4 ADDED 61,594 +30,253 +96.5% 5.57% $26.0M 2025-02-04 $408.42
2024 Q3 REDUCED 31,341 -13,314 -29.8% 4.87% $13.5M 2024-10-30 $427.53
2024 Q2 INITIATED 44,655 β€” β€” 2.97% $13.8M 2024-09-06 $397.06

FAQ About WORLD EQUITY GROUP, INC. and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WORLD EQUITY GROUP, INC. reported owning MSFT?

WORLD EQUITY GROUP, INC. reported MSFT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MSFT position in WORLD EQUITY GROUP, INC.'s portfolio?

The largest reported portfolio weight for MSFT was 5.57% in 2024 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when WORLD EQUITY GROUP, INC. reported 29,223 shares, equal to 3.94% of portfolio, with an estimated market value of $14.1M.

What does the chart on this MSFT ownership page compare?

The chart compares WORLD EQUITY GROUP, INC.'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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