MSFT β€” Microsoft

Ownership history in Aufman Associates Inc  Β·  25 quarters on record

This page tracks every 13F SEC filing in which Aufman Associates Inc reported a position in Microsoft (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.15% (2020 Q2)
πŸ“Š Avg. % of fund
0.8%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

Aufman Associates Inc Γ— MSFT AI Analytics

πŸ“ˆ Aufman Associates Inc outperformed the S&P 500 by +7.2% annually on this MSFT position. Timing score: 46% (11/24 decisions correct). Average cost basis: $201.04. Maximum drawdown during holding period: –30.3%.

πŸ“ˆ Position Alpha vs SPY
+7.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.2% per year on this position.
24 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
11 of 24 add/trim decisions correct

πŸ’° Entry Quality
$201.04
+140.0% vs current ($482.52)

Best entry: $149.39 (2019 Q4)  Β·  Worst: $494.54 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–30.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
36%
buy-side decisions

9 adds Β· 16 trims. Bought during 3 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.81% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSFT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,287 -17 -0.5% 0.81% $1.6M $482.52
2025 Q3 REDUCED 3,304 -49 -1.5% 0.96% $1.7M $515.81
2025 Q2 ADDED 3,353 +219 +7.0% 1.03% $1.7M $494.54
2025 Q1 REDUCED 3,134 -23 -0.7% 0.81% $1.2M $372.54
2024 Q4 REDUCED 3,157 -16 -0.5% 0.90% $1.3M $417.46
2024 Q3 ADDED 3,173 +795 +33.4% 0.88% $1.4M $425.32
2024 Q2 ADDED 2,378 +164 +7.4% 0.76% $1.1M $440.99
2024 Q1 REDUCED 2,214 -113 -4.9% 0.66% $931K $414.36
2023 Q4 REDUCED 2,327 -73 -3.0% 0.66% $875K $369.67
2023 Q3 REDUCED 2,400 -42 -1.7% 0.64% $758K $309.77
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MSFT

As of 2025 Q4 β€” sorted by position size

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