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BOURGEON CAPITAL MANAGEMENT LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOURGEON CAPITAL MANAGEMENT LLC on MSFT, newest first. How the timeline and the estimate are built.

BOURGEON CAPITAL MANAGEMENT LLC held 49,944 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 49,944 shares
    Change vs previous 13F -754 shares

    2.78% of the 13F portfolio, value $18,630,057.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 50,698 shares
    Change vs previous 13F +5,379 shares

    3.27% of the 13F portfolio, value $18,766,818.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 45,319 shares
    Change vs previous 13F +2,726 shares

    3.57% of the 13F portfolio, value $21,917,100.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 42,593 shares
    Change vs previous 13F -1,400 shares

    4.01% of the 13F portfolio, value $22,061,053.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 43,993 shares
    Change vs previous 13F +339 shares

    4.32% of the 13F portfolio, value $21,882,703.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 43,654 shares
    Change vs previous 13F -11,194 shares

    3.53% of the 13F portfolio, value $16,387,099.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 54,848 shares
    Change vs previous 13F +2,059 shares

    4.32% of the 13F portfolio, value $23,118,258.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
    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 52,789 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $22,715,143.

    13F-HR 0001019056-24-000299 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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