Naples Money Management’s Microsoft MSFT Stock Holding History

Naples Money Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$5.72M	Sell	13,297 -178	-1%	-$76.1K	4.83%	4
2024 Q2	$6.15M	Buy	13,475 +101	+0.8%	+$42.7K	5.25%	4
2024 Q1	$5.63M	Buy	13,374 +10,416	+352%	+$4.22M	5.61%	2
2023 Q4	$1.11M	Buy	+2,958	New	+$1.05M	1.04%	31

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Naples Money Management's MSFT Position: Q3 2024 in Review

Naples Money Management reduced its Microsoft (MSFT) stake by 1.3% in Q3 2024, selling an estimated $76.1K and leaving 13,297 shares worth $5.72M. The position accounts for 4.83% of the portfolio, ranked #4.

Naples Money Management first reported a position in MSFT in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.15M in Q2 2024. 5,287 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Naples Money Management held 13,297 shares of Microsoft worth $5.72M as of Q3 2024.
Naples Money Management sold 178 Microsoft shares in Q3 2024, an estimated $76.1K.
Microsoft made up 4.83% of Naples Money Management's portfolio in Q3 2024, its #4 holding.
Naples Money Management first reported a position in Microsoft in Q4 2023 and has held it in 4 quarters since.
Naples Money Management's Microsoft position peaked at $6.15M in Q2 2024.
5,287 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.