MSFT — MICROSOFT CORP

Ownership history in XML Financial, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which XML Financial, 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
3.04% (2021 Q4)
Avg. % of fund
1.89%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,204 -5,280 -8.7% 2.18% $26.7M $482.52
2025 Q3 ADDED 60,484 +60,084 +15021.0% 2.55% $31.3M $515.81
2025 Q2 REDUCED 400 -60,659 -99.3% 0.02% $199K $494.54
2025 Q2 ADDED 61,059 +60,759 +20253.0% 2.63% $30.4M $494.54
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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