Microsoft Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 75k | 517.95 |
| 2021-12-31 | $29M | 85k | 336.32 |
| 2021-09-30 | $24M | 85k | 281.92 |
| 2021-06-30 | $22M | 82k | 270.90 |
| 2021-03-31 | $20M | 84k | 235.77 |
| 2020-12-31 | $19M | 84k | 222.42 |
| 2020-09-30 | $18M | 84k | 210.33 |
| 2020-06-30 | $18M | 89k | 203.51 |
| 2020-03-31 | $14M | 90k | 157.71 |
| 2019-12-31 | $14M | 90k | 157.70 |