MSFT — MICROSOFT CORP

Ownership history in ADVISORS MANAGEMENT GROUP INC /ADV  ·  40 quarters on record

AI Ownership Summary

ADVISORS MANAGEMENT GROUP INC /ADV reported MICROSOFT CORP (MSFT) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.58% in 2024 Q1. The latest visible filing shows MSFT at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVISORS MANAGEMENT GROUP INC /ADV's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page ADVISORS MANAGEMENT GROUP INC /ADV fund profile ADVISORS MANAGEMENT GROUP INC /ADV full holdings
How ADVISORS MANAGEMENT GROUP INC /ADV held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,693 -3,331 -18.5% 1.29% $7.1M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 18,024 +5 +0.0% 1.64% $9.3M 2025-12-18 $482.88
2025 Q2 REDUCED 18,019 -113 -0.6% 1.69% $9.0M 2025-07-16 $502.70
2025 Q1 REDUCED 18,132 -1 -0.0% 1.48% $6.8M 2025-04-25 $388.87
2024 Q4 ADDED 18,133 +7 +0.0% 1.81% $7.6M 2025-01-14 $411.69
2024 Q3 ADDED 18,126 +92 +0.5% 1.84% $7.8M 2024-10-31 $401.65
2024 Q2 REDUCED 18,034 -6,689 -27.1% 2.01% $8.1M 2024-07-31 $412.77
2024 Q1 ADDED 24,723 +255 +1.0% 2.58% $10.4M 2024-04-26 $400.18
2023 Q4 REDUCED 24,468 -516 -2.1% 2.50% $9.2M 2024-01-26 $397.09
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% PICTET BANK & TRUST Ltd 3Y 7Y 10.11% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 10.01% Altrafin AG 9.56% Banque de Luxembourg S.A. 8.41% Talbot Financial, LLC 3Y 8.27% Lakehouse Capital Pty Ltd 3Y 7.94% Financial Insights, Inc. 3Y 7Y 7.8%

FAQ About ADVISORS MANAGEMENT GROUP INC /ADV and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVISORS MANAGEMENT GROUP INC /ADV reported owning MSFT?

ADVISORS MANAGEMENT GROUP INC /ADV reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in ADVISORS MANAGEMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for MSFT was 2.58% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when ADVISORS MANAGEMENT GROUP INC /ADV reported 14,693 shares, equal to 1.29% of portfolio, with an estimated market value of $7.1M.

What does the chart on this MSFT ownership page compare?

The chart compares ADVISORS MANAGEMENT GROUP INC /ADV's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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