INGALLS & SNYDER LLC MSFT MICROSOFT CORP COMMON

Ownership history in INGALLS & SNYDER LLC  ·  106 quarters on record

AI Ownership Summary

INGALLS & SNYDER LLC reported MICROSOFT CORP COMMON (MSFT) in 106 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.22% in 2024 Q2. The latest visible filing shows MSFT at 2.56% 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 INGALLS & SNYDER LLC's position in MICROSOFT CORP COMMON, 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 Q1

MSFT was reported at 2.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.22% 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 Q4 to 2026 Q1

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 INGALLS & SNYDER LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 195,110 +1,775 +0.9% 2.56% $72K 2026-05-13 $405.21
2025 Q4 REDUCED 193,335 -629 -0.3% 3.43% $93.5M 2026-02-13 $400.41
2025 Q3 REDUCED 5.4% -5.8% 193,964 -11,161 -5.4% 3.29% $100.5M 2025-11-07 $494.76
2025 Q2 REDUCED 205,125 -3,260 -1.6% 3.62% $102.0M 2025-07-31 $530.42
2025 Q1 REDUCED 208,385 -5,606 -2.6% 2.57% $78.2M 2025-05-12 $445.85
2024 Q4 REDUCED 213,991 -1,885 -0.9% 3.54% $90.2M 2025-01-29 $438.09
2024 Q3 REDUCED 215,876 -3,499 -1.6% 3.62% $92.9M 2024-11-14 $421.95
2024 Q2 REDUCED 219,375 -4,877 -2.2% 4.22% $98.0M 2024-07-31 $412.77
2024 Q1 REDUCED 224,252 -3,924 -1.7% 4.17% $94.3M 2024-05-13 $407.47
2023 Q4 REDUCED 228,176 -8,138 -3.4% 3.88% $85.8M 2024-01-29 $402.78
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About INGALLS & SNYDER 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 INGALLS & SNYDER LLC reported owning MSFT?

INGALLS & SNYDER LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in INGALLS & SNYDER LLC's portfolio?

The largest reported portfolio weight for MSFT was 4.22% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when INGALLS & SNYDER LLC reported 195,110 shares, equal to 2.56% of portfolio, with an estimated market value of $72K.

What does the chart on this MSFT ownership page compare?

The chart compares INGALLS & SNYDER 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.

How well did INGALLS & SNYDER LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, INGALLS & SNYDER LLC correctly timed 47 out of 104 reported position changes (45%). The annualised alpha on MSFT relative to SPY over the holding period was +2.5%.

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