MSFT — MICROSOFT CORP

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported MICROSOFT CORP (MSFT) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.17% in 2024 Q2. The latest visible filing shows MSFT at 5.46% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV's position in MICROSOFT CORP, 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 5.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.17% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV 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 87,090 -138,247 -61.4% 5.46% $42.1M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 225,337 +136,382 +153.3% 2.20% $17.0M 2025-11-14 $508.07
2025 Q2 REDUCED 88,955 -2,386 -2.6% 6.01% $44.2M 2025-08-15 $517.17
2025 Q1 REDUCED 91,341 -908 -1.0% 4.82% $34.3M 2025-05-16 $451.65
2024 Q4 REDUCED 92,249 -1,503 -1.6% 5.31% $38.9M 2025-02-14 $404.52
2024 Q3 REDUCED 93,752 -1,068 -1.1% 5.44% $40.3M 2024-11-15 $410.20
2024 Q2 REDUCED 94,820 -1,517 -1.6% 6.17% $42.4M 2024-08-14 $411.30
2024 Q1 ADDED 96,337 +95,961 +25521.5% 5.92% $40.5M 2024-05-15 $417.44
2023 Q4 REDUCED 376 -109,465 -99.7% 5.69% $38.5M 2024-02-14 $403.30
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% Palidye Holdings (Caymans) Ltd 30.37% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% True Blue (BVI) Ltd 28.22% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and MSFT

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning MSFT?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for MSFT was 6.17% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 87,090 shares, equal to 5.46% of portfolio, with an estimated market value of $42.1M.

What does the chart on this MSFT ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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