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Microsoft Corporation shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 14k 517.95
2025-06-30 $6.6M 13k 497.41
2025-03-31 $5.1M 14k 375.38
2024-12-31 $5.6M 13k 421.50

More positions owned by Oregon Pacific Wealth Management

Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation