HEMMING& WEALTH MANAGEMENT, INC. MSFT — MICROSOFT CORP

Ownership history in HEMMING& WEALTH MANAGEMENT, INC.  ·  4 quarters on record

AI Ownership Summary

HEMMING& WEALTH MANAGEMENT, INC. reported MICROSOFT CORP (MSFT) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.73% in 2025 Q4. The latest visible filing shows MSFT at 0.57% 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.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEMMING& WEALTH MANAGEMENT, 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
2026 Q3

MSFT was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 HEMMING& WEALTH MANAGEMENT, INC. fund profile HEMMING& WEALTH MANAGEMENT, INC. full holdings
How HEMMING& WEALTH MANAGEMENT, INC. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,874 +1 +0.1% 0.57% $961K 2026-10-20 $531.87
2026 Q2 REDUCED 14.8% +36.8% ❌ 1,873 -326 -14.8% 0.43% $699K 2026-08-06 $498.92
2026 Q1 UNCHANGED — — — 2,199 — 0% 0.57% $814K 2026-04-24 $422.91
2025 Q4 INITIATED — — — 2,199 — — 0.73% $1.1M 2026-03-03 $402.30

🏢 Other funds also holding MSFT

As of 2026 Q3 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 45.85% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.41% Lakeside Advisors, INC. 3Y 24.77% ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 22.3% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 15.73% Metropolis Capital Ltd 3Y 7Y 15.36% Milestones Administradora de Recursos Ltda. 15.2% Manitou Investment Management Ltd. 3Y 7Y 14.22% Quintet Private Bank (Europe) S.A. 3Y 13.84% Brown Shipley& Co Ltd 3Y 13.66%

FAQ About HEMMING& WEALTH MANAGEMENT, 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 HEMMING& WEALTH MANAGEMENT, INC. reported owning MSFT?

HEMMING& WEALTH MANAGEMENT, INC. reported MSFT across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported MSFT position in HEMMING& WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for MSFT was 0.73% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q3, when HEMMING& WEALTH MANAGEMENT, INC. reported 1,874 shares, equal to 0.57% of portfolio, with an estimated market value of $961K.

What does the chart on this MSFT ownership page compare?

The chart compares HEMMING& WEALTH MANAGEMENT, 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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