MSFT — MICROSOFT CORP Common

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  85 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in MICROSOFT CORP Common (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.11% (2002 Q3)
Avg. % of fund
1.04%
First filed
2001 Q3
Last filed
2025 Q4
Quarters held
85
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,916 +447 +2.9% 0.84% $7.7M $482.52
2025 Q3 REDUCED 15,469 -1,594 -9.3% 0.91% $8.0M $515.81
2025 Q2 ADDED 17,063 +1,516 +9.8% 0.99% $8.5M $494.54
2025 Q1 REDUCED 15,547 -4,137 -21.0% 0.73% $5.8M $372.54
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

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% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
← Back to SHEETS SMITH WEALTH MANAGEMENT Holdings