MSFT Microsoft Corp

Ownership history in Santori & Peters, Inc.  ·  32 quarters on record

AI Ownership Summary

Santori & Peters, Inc. reported Microsoft Corp (MSFT) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2024 Q1. The latest visible filing shows MSFT at 0.66% 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 Santori & Peters, Inc.'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 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q1

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.

How Santori & Peters, 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 ADDED 3,987 +21 +0.5% 0.66% $1.9M 2026-02-14 (Est.) $400.41
2025 Q3 UNCHANGED 3,966 0% 0.73% $2.1M 2025-10-15 $511.30
2025 Q2 ADDED 3,966 +1 +0.0% 0.71% $2.0M 2025-07-15 $502.90
2025 Q1 ADDED 3,965 +113 +2.9% 0.60% $1.5M 2025-04-24 $384.36
2024 Q4 ADDED 3,852 +1 +0.0% 0.62% $1.6M 2025-01-28 $442.91
2024 Q3 REDUCED 3,851 -116 -2.9% 0.66% $1.7M 2024-10-23 $419.69
2024 Q2 REDUCED 3,967 -222 -5.3% 0.76% $1.8M 2024-07-22 $437.03
2024 Q1 UNCHANGED 4,189 0% 0.76% $1.8M 2024-04-19 $393.09
2023 Q4 ADDED 4,189 +1 +0.0% 0.75% $1.6M 2024-02-05 $398.78
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Santori & Peters, 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 Santori & Peters, Inc. reported owning MSFT?

Santori & Peters, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Santori & Peters, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 0.76% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Santori & Peters, Inc. reported 3,987 shares, equal to 0.66% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MSFT ownership page compare?

The chart compares Santori & Peters, 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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