MSFT — MICROSOFT CORP

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported MICROSOFT CORP (MSFT) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.68% in 2024 Q2. The latest visible filing shows MSFT at 4.59% 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 BROOKS, MOORE & ASSOCIATES, INC.'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 4.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.68% in 2024 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.

MSFT stock page BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. 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 ADDED 19,303 +200 +1.0% 4.59% $9.3M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 19,103 -224 -1.2% 5.02% $9.9M 2025-11-17 $505.39
2025 Q2 REDUCED 19,327 -532 -2.7% 5.56% $10.3M 2025-08-15 $517.17
2025 Q1 ADDED 19,859 +323 +1.7% 4.21% $7.5M 2025-05-14 $449.50
2024 Q4 REDUCED 19,536 -120 -0.6% 4.87% $8.2M 2025-02-14 $404.52
2024 Q3 REDUCED 19,656 -92 -0.5% 5.00% $8.5M 2024-11-14 $421.95
2024 Q2 REDUCED 19,748 -614 -3.0% 5.68% $8.8M 2024-08-15 $416.16
2024 Q1 REDUCED 20,362 -120 -0.6% 5.49% $8.6M 2024-05-14 $410.26
2023 Q4 REDUCED 20,482 -45 -0.2% 5.29% $7.7M 2024-02-15 $400.41
2023 Q3 REDUCED 20,527 -1,055 -4.9% 4.89% $6.5M 2023-11-15 $363.41
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and MSFT

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

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning MSFT?

BROOKS, MOORE & ASSOCIATES, INC. reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for MSFT was 5.68% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 19,303 shares, equal to 4.59% of portfolio, with an estimated market value of $9.3M.

What does the chart on this MSFT ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'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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