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FOGEL CAPITAL MANAGEMENT, INC.: MSFT position timeline

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

FOGEL CAPITAL MANAGEMENT, INC. held 50,575 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,575 shares
    Change vs previous 13F +799 shares

    7.59% of the 13F portfolio, value $18,865,539.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 49,776 shares
    Change vs previous 13F +1,562 shares

    8.43% of the 13F portfolio, value $18,425,573.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 48,214 shares
    Change vs previous 13F +675 shares

    10.75% of the 13F portfolio, value $23,317,166.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 47,539 shares
    Change vs previous 13F -59 shares

    11.39% of the 13F portfolio, value $24,622,661.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 47,598 shares
    Change vs previous 13F -23,990 shares

    12.63% of the 13F portfolio, value $23,675,576.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 71,588 shares
    Change vs previous 13F +441 shares

    14.45% of the 13F portfolio, value $26,873,259.

    13F-HR 0001415889-25-010855 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 71,147 shares
    Change vs previous 13F +329 shares

    15.07% of the 13F portfolio, value $29,988,596.

    13F-HR 0001415889-25-002092 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 70,818 shares
    Change vs previous 13F not available

    15.72% of the 13F portfolio, value $30,473,033.

    13F-HR 0001415889-24-026091 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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