MSFT MICROSOFT CORP COM

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  35 quarters on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in MICROSOFT CORP COM (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
2.55% (2025 Q3)
Avg. % of fund
1.71%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,803 +1,520 +13.5% 2.55% $6.6M $515.81
2025 Q2 UNCHANGED 11,283 0% 2.43% $5.6M $494.54
2025 Q1 ADDED 11,283 +10 +0.1% 1.94% $4.2M $372.54
2024 Q4 REDUCED 11,273 -20 -0.2% 2.10% $4.8M $417.46
2024 Q3 ADDED 11,293 +32 +0.3% 2.20% $4.9M $425.32
2024 Q2 UNCHANGED 11,261 0% 2.44% $5.0M $440.99
2024 Q1 REDUCED 11,261 -88 -0.8% 2.51% $4.7M $414.36
2023 Q4 ADDED 11,349 +40 +0.4% 2.45% $4.3M $369.67
2023 Q3 UNCHANGED 11,309 0% 2.18% $3.6M $309.77
2023 Q2 REDUCED 11,309 -360 -3.1% 2.17% $3.9M $333.39
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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