SEC 13F Intelligence

West Oak Capital, LLC / MSFT

West Oak Capital, LLC’s Microsoft Corp Position

Does West Oak Capital, LLC own Microsoft Corp (MSFT)? Yes12.5K shares worth $64,754 (+2.57% of its 13F portfolio) as of Q3 2025, down from 12.9K shares the prior filed quarter.

Position Value
$64,754
Q3 2025
Shares
12.5K
% of Portfolio
+2.57%
Quarters Held
28
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3,215Q4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $4,237Q4 ’23: $5,101Q4 ’23Q1 ’24: $5,501Q2 ’24: $6MQ3 ’24: $56,451Q4 ’24: $55,423Q4 ’24Q1 ’25: $47,671Q2 ’25: $64,101Q3 ’25: $64,754filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202512.5K$64,754+2.57%
Q2 202512.9K$64,101+2.51%
Q1 202512.7K$47,671+1.84%
Q4 202413.1K$55,423+1.96%
Q3 202413.1K$56,451+1.05%
Q2 202413.3K$6M+2.39%
Q1 202413.1K$5,501+2.34%
Q4 202313.1K$5,101+2.39%
Q3 202313.4K$4,237+2.10%
Q2 202313.4K$5M+2.21%
Q1 202314.0K$4M+2.04%
Q4 202213.4K$3,215+1.68%
Q3 202214.0K$3M+1.76%
Q2 202213.8K$4M+1.86%
Q1 202214.1K$4M+1.97%
Q4 202114.5K$5M+1.79%
Q3 202114.8K$4M+1.62%
Q2 202115.3K$4M+1.64%
Q1 202115.4K$4M+1.56%
Q4 202015.7K$3M+1.62%
Q3 202016.0K$3M+1.85%
Q2 202016.7K$3M+1.93%
Q1 20209.6K$2M+1.03%
Q4 20199.9K$2M+0.88%
Q3 201910.5K$1M+0.86%
Q2 201910.6K$1M+0.85%
Q1 201910.8K$1M+0.80%
Q4 201810.5K$1.1B+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Oak Capital, LLC’s full portfolio or all institutional holders of MSFT.