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MUHLENKAMP & CO INC: MSFT position timeline

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

MUHLENKAMP & CO INC held 32,776 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,776 shares
    Change vs previous 13F -161 shares

    3.54% of the 13F portfolio, value $12,226,206.

    13F-HR 0001133219-26-000003 filed by MUHLENKAMP & CO 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 32,937 shares
    Change vs previous 13F -68 shares

    3.21% of the 13F portfolio, value $12,192,295.

    13F-HR 0001133219-26-000002 filed by MUHLENKAMP & CO 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 33,005 shares
    Change vs previous 13F +658 shares

    4.29% of the 13F portfolio, value $15,961,764.

    13F-HR 0001133219-26-000001 filed by MUHLENKAMP & CO 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 32,347 shares
    Change vs previous 13F +36 shares

    4.55% of the 13F portfolio, value $16,754,108.

    13F-HR 0001133219-25-000006 filed by MUHLENKAMP & CO 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 32,311 shares
    Change vs previous 13F +70 shares

    5.01% of the 13F portfolio, value $16,071,745.

    13F-HR 0001133219-25-000005 filed by MUHLENKAMP & CO 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 32,241 shares
    Change vs previous 13F +203 shares

    3.96% of the 13F portfolio, value $12,102,831.

    13F-HR 0001133219-25-000004 filed by MUHLENKAMP & CO 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 32,038 shares
    Change vs previous 13F +80 shares

    4.1% of the 13F portfolio, value $13,504,215.

    13F-HR 0001133219-25-000001 filed by MUHLENKAMP & CO 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 31,958 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $13,751,651.

    13F-HR 0001133219-24-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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