MSFT — MICROSOFT INC COMMON

Ownership history in Newman Dignan & Sheerar, Inc.  ·  53 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported MICROSOFT INC COMMON (MSFT) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.55% in 2024 Q2. The latest visible filing shows MSFT at 2.69% 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 Newman Dignan & Sheerar, Inc.'s position in MICROSOFT INC 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
2025 Q4

MSFT was reported at 2.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.55% 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 Newman Dignan & Sheerar, Inc. fund profile Newman Dignan & Sheerar, Inc. full holdings
How Newman Dignan & Sheerar, Inc. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,658 -410 -1.5% 2.69% $12.9M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 27,068 -815 -2.9% 3.03% $14.0M 2025-10-09 $520.24
2025 Q2 REDUCED 27,883 -2,476 -8.2% 3.19% $13.9M 2025-07-18 $507.10
2025 Q1 UNCHANGED 30,359 — 0% 3.28% $12.8M 2025-05-02 $431.97
2024 Q4 REDUCED 30,359 -649 -2.1% 3.28% $12.8M 2025-01-30 $411.01
2024 Q3 ADDED 31,008 +226 +0.7% 3.17% $13.2M 2024-11-12 $418.14
2024 Q2 ADDED 30,782 +507 +1.7% 3.55% $13.8M 2024-07-15 $447.90
2024 Q1 REDUCED 30,275 -786 -2.5% 3.41% $12.7M 2024-04-29 $396.17
2023 Q4 ADDED 31,061 +1,343 +4.5% 3.53% $11.7M 2024-02-09 $413.43
44 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

Financial Insights, Inc. 3Y 7Y 7.8% HALL LAURIE J TRUSTEE 3Y 7Y 6.99% Employees Provident Fund Board 6.87% Versant Capital Management, Inc 3Y 7Y 6.82% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 5.92% Seilern Investment Management Ltd 5.82% Hilltop National Bank 5.76% Adelphi Trust Co 5.24% Byrne Asset Management LLC 3Y 4.38% NEVILLE RODIE & SHAW INC 3Y 7Y 4.32%

FAQ About Newman Dignan & Sheerar, 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 Newman Dignan & Sheerar, Inc. reported owning MSFT?

Newman Dignan & Sheerar, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 3.55% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Newman Dignan & Sheerar, Inc. reported 26,658 shares, equal to 2.69% of portfolio, with an estimated market value of $12.9M.

What does the chart on this MSFT ownership page compare?

The chart compares Newman Dignan & Sheerar, 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.

← Back to Newman Dignan & Sheerar, Inc. Holdings