MSFT MICROSOFT CORP COM

Ownership history in Sloy Dahl & Holst, LLC  ·  25 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported MICROSOFT CORP COM (MSFT) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q3. The latest visible filing shows MSFT at 1.89% 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 Sloy Dahl & Holst, LLC's position in MICROSOFT CORP 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 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q3

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 Sloy Dahl & Holst, LLC 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 32,482 -8,012 -19.8% 1.89% $15.7M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 40,494 +25,576 +171.4% 2.22% $21.0M 2025-10-14 $511.44
2025 Q2 ADDED 14,918 +199 +1.4% 1.03% $7.4M 2025-07-30 $510.28
2025 Q1 ADDED 14,719 +401 +2.8% 0.97% $5.5M 2025-05-12 $445.85
2024 Q4 ADDED 14,318 +534 +3.9% 0.77% $6.0M 2025-01-27 $430.40
2024 Q3 ADDED 13,784 +687 +5.2% 1.01% $5.9M 2024-10-17 $411.90
2024 Q2 ADDED 13,097 +90 +0.7% 1.23% $5.9M 2024-07-22 $437.03
2024 Q1 ADDED 13,007 +39 +0.3% 1.29% $5.5M 2024-04-19 $393.09
2023 Q4 ADDED 12,968 +1,054 +8.8% 1.00% $4.9M 2024-01-30 $401.67
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sloy Dahl & Holst, LLC and MSFT

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

How long has Sloy Dahl & Holst, LLC reported owning MSFT?

Sloy Dahl & Holst, LLC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for MSFT was 2.22% in 2025 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Sloy Dahl & Holst, LLC reported 32,482 shares, equal to 1.89% of portfolio, with an estimated market value of $15.7M.

What does the chart on this MSFT ownership page compare?

The chart compares Sloy Dahl & Holst, LLC'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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