MSFT MICROSOFT CORP COM

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  89 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported MICROSOFT CORP COM (MSFT) in 89 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 8.3% in 2024 Q2. The latest visible filing shows MSFT at 8.00% 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 MARSHALL & SULLIVAN INC /WA/'s position in MICROSOFT CORP COM, 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 Q3

MSFT was reported at 8.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.3% 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 2025 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.

How MARSHALL & SULLIVAN INC /WA/ held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 33,331 -533 -1.6% 8.00% $17.3M 2025-11-14 (Est.) $508.07
2025 Q2 REDUCED 33,864 -2,222 -6.2% 8.10% $16.8M 2025-07-11 $500.41
2025 Q1 REDUCED 36,086 -511 -1.4% 6.88% $13.5M 2025-04-10 $378.45
2024 Q4 ADDED 36,597 +29 +0.1% 7.54% $15.4M 2025-01-13 $413.19
2024 Q3 REDUCED 36,568 -608 -1.6% 7.56% $15.7M 2024-10-09 $412.63
2024 Q2 REDUCED 37,176 -875 -2.3% 8.30% $16.6M 2024-07-12 $447.50
2024 Q1 REDUCED 38,051 -359 -0.9% 7.92% $16.0M 2024-04-10 $416.86
2023 Q4 REDUCED 38,410 -594 -1.5% 7.63% $14.4M 2024-01-11 $378.12
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and MSFT

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning MSFT?

MARSHALL & SULLIVAN INC /WA/ reported MSFT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MSFT position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for MSFT was 8.30% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 33,331 shares, equal to 8.00% of portfolio, with an estimated market value of $17.3M.

What does the chart on this MSFT ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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