MSFT MICROSOFT CORP COM COMMON STOCK

Ownership history in STRATEGY ASSET MANAGERS LLC  ·  97 quarters on record

This page tracks every 13F SEC filing in which STRATEGY ASSET MANAGERS LLC reported a position in MICROSOFT CORP COM COMMON STOCK (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
5.7% (2019 Q3)
Avg. % of fund
2.78%
First filed
2001 Q4
Last filed
2025 Q4
Quarters held
97
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 55,086 +4,110 +8.1% 4.38% $26.6M $482.52
2025 Q3 REDUCED 50,976 -1,053 -2.0% 4.75% $26.4M $515.81
2025 Q2 ADDED 52,029 +867 +1.7% 4.83% $25.9M $494.54
2025 Q1 ADDED 51,162 +116 +0.2% 3.96% $19.2M $372.54
2024 Q4 REDUCED 51,046 -74 -0.1% 4.17% $21.5M $417.46
2024 Q3 REDUCED 51,120 -5,610 -9.9% 4.22% $22.0M $425.32
2024 Q2 ADDED 56,730 +2,646 +4.9% 4.29% $19.3M $440.99
2024 Q1 ADDED 54,084 +1,044 +2.0% 4.87% $22.8M $414.36
2023 Q4 REDUCED 53,040 -454 -0.8% 4.73% $19.9M $369.67
2023 Q3 REDUCED 53,494 -3,236 -5.7% 4.42% $16.9M $309.77
87 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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