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Fulcrum Capital LLC: MSFT position timeline

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

Fulcrum Capital LLC held 80,597 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,597 shares
    Change vs previous 13F -2,779 shares

    6.1% of the 13F portfolio, value $30,064,192.

    13F-HR 0001724090-26-000004 filed by Fulcrum Capital 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 83,376 shares
    Change vs previous 13F +6,364 shares

    6.7% of the 13F portfolio, value $30,863,457.

    13F-HR 0001724090-26-000003 filed by Fulcrum Capital 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 77,012 shares
    Change vs previous 13F +882 shares

    7.48% of the 13F portfolio, value $37,244,756.

    13F-HR 0001724090-26-000001 filed by Fulcrum Capital 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 76,130 shares
    Change vs previous 13F -2,468 shares

    8.08% of the 13F portfolio, value $39,431,368.

    13F-HR 0001724090-25-000009 filed by Fulcrum Capital 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 78,598 shares
    Change vs previous 13F -107 shares

    8.27% of the 13F portfolio, value $39,095,272.

    13F-HR 0001724090-25-000005 filed by Fulcrum Capital 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 78,705 shares
    Change vs previous 13F +5,186 shares

    6.55% of the 13F portfolio, value $29,545,235.

    13F-HR 0001724090-25-000004 filed by Fulcrum Capital 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 73,519 shares
    Change vs previous 13F +257 shares

    6.49% of the 13F portfolio, value $30,988,348.

    13F-HR 0001724090-25-000001 filed by Fulcrum Capital 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 73,262 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $31,524,730.

    13F-HR 0001724090-24-000007 filed by Fulcrum Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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