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ALBION FINANCIAL GROUP /UT: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALBION FINANCIAL GROUP /UT on MSFT, newest first. How the timeline and the estimate are built.

ALBION FINANCIAL GROUP /UT held 124,796 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,796 shares
    Change vs previous 13F -2,713 shares

    2.7% of the 13F portfolio, value $46,551,248.

    13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 127,509 shares
    Change vs previous 13F -3,600 shares

    3.05% of the 13F portfolio, value $47,199,837.

    13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 131,109 shares
    Change vs previous 13F -8,357 shares

    3.95% of the 13F portfolio, value $63,406,713.

    13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 139,466 shares
    Change vs previous 13F +359 shares

    4.36% of the 13F portfolio, value $72,236,561.

    13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 139,107 shares
    Change vs previous 13F +726 shares

    4.52% of the 13F portfolio, value $69,193,159.

    13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 138,381 shares
    Change vs previous 13F +785 shares

    3.67% of the 13F portfolio, value $51,947,024.

    13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,596 shares
    Change vs previous 13F -1,838 shares

    3.97% of the 13F portfolio, value $57,996,916.

    13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,434 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $59,998,657.

    13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).