HALBERT HARGROVE GLOBAL ADVISORS, LLC MSFT — MICROSOFT CORP COM

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  ·  88 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported MICROSOFT CORP COM (MSFT) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q1. The latest visible filing shows MSFT at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, LLC's position in MICROSOFT CORP COM, 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
2026 Q1

MSFT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

MSFT stock page HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 20 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,970 +7,270 +1038.6% 0.14% $3.0M 2026-04-17 $422.79
2026 Q1 REDUCED — — — 700 -7,753 -91.7% 0.01% $259K 2026-04-17 $422.79
2025 Q4 ADDED — — — 8,453 +7,753 +1107.6% 0.19% $4.1M 2026-01-23 $464.89
2025 Q4 REDUCED 92.1% -23.3% ✅ 700 -8,115 -92.1% 0.02% $339K 2026-01-23 $464.89
2025 Q3 ADDED — — — 8,815 +8,115 +1159.3% 0.22% $4.6M 2025-10-16 $509.49
2025 Q3 REDUCED 91.6% -5.8% ✅ 700 -7,615 -91.6% 0.02% $363K 2025-10-16 $509.49
2025 Q2 ADDED — — — 8,315 +7,615 +1087.9% 0.22% $4.1M 2025-07-17 $508.74
2025 Q2 REDUCED 93.3% +3.6% ❌ 700 -9,766 -93.3% 0.02% $348K 2025-07-17 $508.74
2025 Q1 ADDED — — — 10,466 +9,766 +1395.1% 0.22% $3.9M 2025-04-18 $364.99
2025 Q1 REDUCED 95.5% +32.8% ❌ 700 -14,726 -95.5% 0.01% $263K 2025-04-18 $364.99
2024 Q4 ADDED — — — 15,426 +12,226 +382.1% 0.36% $6.5M 2025-02-05 $409.33
2024 Q4 REDUCED 85.3% -10.8% ✅ 3,200 -18,573 -85.3% 0.07% $1.3M 2025-02-05 $409.33
2024 Q3 ADDED — — — 21,773 +18,573 +580.4% 0.51% $9.4M 2024-10-16 $411.31
2024 Q3 REDUCED 85.3% -1.1% ✅ 3,200 -18,576 -85.3% 0.08% $1.4M 2024-10-16 $411.31
2024 Q2 ADDED — — — 21,776 +18,576 +580.5% 0.56% $9.7M 2024-07-26 $419.60
2024 Q2 REDUCED 85.3% -3.5% ✅ 3,200 -18,500 -85.3% 0.08% $1.4M 2024-07-26 $419.60
2024 Q1 ADDED — — — 21,700 +18,500 +578.1% 0.60% $9.1M 2024-04-18 $398.16
2024 Q1 REDUCED 85.8% +8.8% ❌ 3,200 -19,365 -85.8% 0.09% $1.3M 2024-04-18 $398.16
2023 Q4 ADDED — — — 22,565 +19,365 +605.2% 0.58% $8.5M 2024-01-24 $395.74
2023 Q4 REDUCED 85.7% +13.1% ❌ 3,200 -19,252 -85.7% 0.08% $1.2M 2024-01-24 $395.74
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% Soroban Capital Partners LP 3Y 7Y 42.88% Thiel Macro LLC 3Y 34.09% TRB Advisors LP 3Y 7Y 31.72% JOHO CAPITAL LLC 3Y 7Y 30.59% DDD Partners, LLC 3Y 7Y 29.42% Elite Wealth Management, Inc. 3Y 7Y 28.39% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% TenCore Partners, LP 3Y 22.68%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and MSFT

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

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning MSFT?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported MSFT across 20 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MSFT was 0.60% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 7,970 shares, equal to 0.14% of portfolio, with an estimated market value of $3.0M.

What does the chart on this MSFT ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC'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.

How well did HALBERT HARGROVE GLOBAL ADVISORS, LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, HALBERT HARGROVE GLOBAL ADVISORS, LLC correctly timed 63 out of 87 reported position changes (72%). The annualised alpha on MSFT relative to SPY over the holding period was +6.1%.

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