MSFT — MICROSOFT CORP COM

Ownership history in Stack Financial Management, Inc  ·  71 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc 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
11.6% (2023 Q2)
Avg. % of fund
6.46%
First filed
2008 Q2
Last filed
2025 Q4
Quarters held
71
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 226,629 -4,536 -2.0% 8.36% $109.6M $482.52
2025 Q3 REDUCED 231,165 -2,920 -1.2% 9.94% $119.7M $515.81
2025 Q2 REDUCED 234,085 -5,277 -2.2% 10.29% $116.4M $494.54
2025 Q1 REDUCED 239,362 -2,291 -0.9% 7.48% $89.9M $372.54
67 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%
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