MSFT — Microsoft COM

Ownership history in Ramsay, Stattman, Vela & Price, Inc.  ·  57 quarters on record

AI Ownership Summary

Ramsay, Stattman, Vela & Price, Inc. reported Microsoft COM (MSFT) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.04% in 2025 Q2. The latest visible filing shows MSFT at 9.17% 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 Ramsay, Stattman, Vela & Price, Inc.'s position in Microsoft 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 9.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.04% in 2025 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 Ramsay, Stattman, Vela & Price, Inc. fund profile Ramsay, Stattman, Vela & Price, Inc. full holdings
How Ramsay, Stattman, Vela & Price, 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 105,297 -525 -0.5% 9.17% $50.9M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 105,822 -2,264 -2.1% 9.82% $54.8M 2025-11-05 $505.06
2025 Q2 REDUCED 108,086 -4,214 -3.8% 10.04% $53.8M 2025-07-31 $530.42
2025 Q1 ADDED 112,300 +444 +0.4% 8.01% $42.2M 2025-04-30 $392.26
2024 Q4 REDUCED 111,856 -434 -0.4% 8.77% $47.1M 2025-01-31 $411.08
2024 Q3 REDUCED 112,290 -1,626 -1.4% 8.98% $48.3M 2024-10-25 $423.20
2024 Q2 REDUCED 113,916 -637 -0.6% 9.63% $50.9M 2024-08-01 $411.55
2024 Q1 REDUCED 114,553 -2,541 -2.2% 9.24% $48.2M 2024-05-02 $391.83
2023 Q4 REDUCED 117,094 -1,588 -1.3% 8.97% $44.0M 2024-02-01 $396.94
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% HILLMAN CO 3Y 7Y 11.54%

FAQ About Ramsay, Stattman, Vela & Price, 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 Ramsay, Stattman, Vela & Price, Inc. reported owning MSFT?

Ramsay, Stattman, Vela & Price, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Ramsay, Stattman, Vela & Price, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 10.04% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Ramsay, Stattman, Vela & Price, Inc. reported 105,297 shares, equal to 9.17% of portfolio, with an estimated market value of $50.9M.

What does the chart on this MSFT ownership page compare?

The chart compares Ramsay, Stattman, Vela & Price, 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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