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Disclosery

PUZO MICHAEL J: MSFT position timeline

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

PUZO MICHAEL J held 38,446 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,446 shares
    Change vs previous 13F +424 shares

    3.7% of the 13F portfolio, value $14,341,124.

    13F-HR 0001053914-26-000005 filed by PUZO MICHAEL J
    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 38,022 shares
    Change vs previous 13F +885 shares

    4.1% of the 13F portfolio, value $14,074,604.

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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 37,137 shares
    Change vs previous 13F +172 shares

    4.89% of the 13F portfolio, value $17,960,196.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    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 36,965 shares
    Change vs previous 13F -89 shares

    5.22% of the 13F portfolio, value $19,146,021.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    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 37,054 shares
    Change vs previous 13F -1,565 shares

    5.25% of the 13F portfolio, value $18,431,029.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    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 38,619 shares
    Change vs previous 13F +421 shares

    4.15% of the 13F portfolio, value $14,497,187.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    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 38,198 shares
    Change vs previous 13F -1,287 shares

    4.5% of the 13F portfolio, value $16,100,456.

    13F-HR 0001494234-25-000004 filed by PUZO MICHAEL J
    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 39,485 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $16,990,395.

    13F-HR 0001053914-24-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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