MSFT — MICROSOFT CORP COM

Ownership history in Mraz, Amerine & Associates, Inc.  ·  57 quarters on record

AI Ownership Summary

Mraz, Amerine & Associates, Inc. reported MICROSOFT CORP COM (MSFT) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2024 Q2. The latest visible filing shows MSFT at 1.31% 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 Mraz, Amerine & Associates, Inc.'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 Q4

MSFT was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% 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 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 Mraz, Amerine & Associates, Inc. fund profile Mraz, Amerine & Associates, Inc. full holdings
How Mraz, Amerine & Associates, 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18,243 -338 -1.8% 1.31% $8.8M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 18,581 -136 -0.7% 1.50% $9.6M 2025-11-06 $495.04
2025 Q2 REDUCED 18,717 -408 -2.1% 1.49% $9.3M 2025-07-23 $502.95
2025 Q1 ADDED 19,125 +330 +1.8% 1.24% $7.2M 2025-04-30 $392.26
2024 Q4 REDUCED 18,795 -133 -0.7% 1.41% $7.9M 2025-01-31 $411.08
2024 Q3 UNCHANGED 18,928 — 0% 1.47% $8.1M 2024-10-23 $419.69
2024 Q2 REDUCED 18,928 -389 -2.0% 1.74% $8.5M 2024-08-01 $411.55
2024 Q1 REDUCED 19,317 -366 -1.9% 1.54% $8.1M 2024-05-15 $417.44
2023 Q4 REDUCED 19,683 -148 -0.7% 1.55% $7.4M 2024-01-31 $390.85
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% Quintet Private Bank (Europe) S.A. 10.99%

FAQ About Mraz, Amerine & 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 Mraz, Amerine & Associates, Inc. reported owning MSFT?

Mraz, Amerine & Associates, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Mraz, Amerine & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 1.74% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Mraz, Amerine & Associates, Inc. reported 18,243 shares, equal to 1.31% of portfolio, with an estimated market value of $8.8M.

What does the chart on this MSFT ownership page compare?

The chart compares Mraz, Amerine & 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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