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Boltwood Capital Management: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on MSFT, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 20,630 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,630 shares
    Change vs previous 13F +401 shares

    2.39% of the 13F portfolio, value $10,581,127.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,229 shares
    Change vs previous 13F +937 shares

    1.73% of the 13F portfolio, value $7,545,822.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,292 shares
    Change vs previous 13F +1,002 shares

    1.82% of the 13F portfolio, value $7,141,320.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,290 shares
    Change vs previous 13F +157 shares

    2.3% of the 13F portfolio, value $8,845,410.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,133 shares
    Change vs previous 13F +147 shares

    2.5% of the 13F portfolio, value $9,391,987.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,986 shares
    Change vs previous 13F +996 shares

    2.54% of the 13F portfolio, value $8,946,416.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,990 shares
    Change vs previous 13F +736 shares

    1.94% of the 13F portfolio, value $6,377,876.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,254 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $6,851,061.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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