Skip to content
Disclosery

One Capital Management, LLC: MSFT position timeline

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

One Capital Management, LLC held 143,551 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 143,551 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $53,138,577.

    13F-HR 0001606588-26-000004 filed by One 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 143,551 shares
    Change vs previous 13F +13,351 shares

    1.46% of the 13F portfolio, value $53,138,577.

    13F-HR 0001606588-26-000003 filed by One 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 130,200 shares
    Change vs previous 13F +5,011 shares

    1.9% of the 13F portfolio, value $62,967,526.

    13F-HR 0001606588-26-000002 filed by One 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 125,189 shares
    Change vs previous 13F +1,867 shares

    2.07% of the 13F portfolio, value $64,842,087.

    13F-HR 0001606588-25-000009 filed by One 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 123,322 shares
    Change vs previous 13F +23,651 shares

    2.12% of the 13F portfolio, value $61,342,030.

    13F-HR 0001606588-25-000005 filed by One 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 99,671 shares
    Change vs previous 13F +21,640 shares

    1.26% of the 13F portfolio, value $37,415,627.

    13F-HR 0001606588-25-000004 filed by One 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 78,031 shares
    Change vs previous 13F -4,263 shares

    1.09% of the 13F portfolio, value $32,890,066.

    13F-HR 0001606588-25-000001 filed by One 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 82,294 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $35,411,107.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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