MSFT MICROSOFT CORP

Ownership history in Aft, Forsyth & Sober, LLC  ·  24 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported MICROSOFT CORP (MSFT) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.59% in 2025 Q2. The latest visible filing shows MSFT at 3.22% 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 Aft, Forsyth & Sober, LLC'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 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.59% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 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.

How Aft, Forsyth & Sober, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21,950 0% 3.22% $10.6M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 21,950 +550 +2.6% 3.53% $11.4M 2025-11-05 $505.06
2025 Q2 ADDED 21,400 +200 +0.9% 3.59% $10.6M 2025-08-14 $519.46
2025 Q1 ADDED 21,200 +50 +0.2% 2.78% $8.0M 2025-05-12 $445.85
2024 Q4 UNCHANGED 21,150 0% 2.89% $8.9M 2025-02-14 $404.52
2024 Q3 UNCHANGED 21,150 0% 2.99% $9.1M 2024-11-14 $421.95
2024 Q2 UNCHANGED 21,150 0% 3.24% $9.5M 2024-08-02 $403.04
2024 Q1 ADDED 21,150 +12,225 +137.0% 3.13% $8.9M 2024-05-13 $407.47
2023 Q4 ADDED 8,925 +1,000 +12.6% 1.29% $3.4M 2024-02-08 $407.10
2023 Q3 UNCHANGED 7,925 0% 1.06% $2.5M 2023-11-14 $363.26
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aft, Forsyth & Sober, LLC and MSFT

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

How long has Aft, Forsyth & Sober, LLC reported owning MSFT?

Aft, Forsyth & Sober, LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for MSFT was 3.59% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 21,950 shares, equal to 3.22% of portfolio, with an estimated market value of $10.6M.

What does the chart on this MSFT ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC'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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