MSFT Microsoft Corp

Ownership history in Select Asset Management & Trust  ·  32 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Microsoft Corp (MSFT) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.59% in 2024 Q4. The latest visible filing shows MSFT at 1.37% 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 Select Asset Management & Trust'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 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2024 Q4

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 Select Asset Management & Trust 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 9,128 -94 -1.0% 1.37% $4K 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 9,222 +32 +0.3% 1.47% $5K 2025-10-30 $523.58
2025 Q2 ADDED 9,190 +62 +0.7% 1.57% $5K 2025-08-14 $519.46
2025 Q1 REDUCED 9,128 -630 -6.5% 1.37% $3K 2025-05-12 $445.85
2024 Q4 ADDED 9,758 +1,625 +20.0% 1.59% $4K 2025-02-13 $406.61
2024 Q3 ADDED 8,133 +11 +0.1% 1.29% $4K 2024-11-14 $421.95
2024 Q2 UNCHANGED 8,122 0% 1.45% $4K 2024-08-12 $401.38
2024 Q1 REDUCED 8,122 -300 -3.6% 1.42% $3K 2024-05-14 $410.26
2023 Q4 ADDED 8,422 +291 +3.6% 1.56% $3K 2024-02-13 $399.44
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Select Asset Management & Trust and MSFT

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

How long has Select Asset Management & Trust reported owning MSFT?

Select Asset Management & Trust reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for MSFT was 1.59% in 2024 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 9,128 shares, equal to 1.37% of portfolio, with an estimated market value of $4K.

What does the chart on this MSFT ownership page compare?

The chart compares Select Asset Management & Trust'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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