Sheets Smith Investment Management’s Microsoft MSFT Stock Holding History

Sheets Smith Investment 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
2025 Q3	$2.36M	Buy	4,550 +1,307	+40%	+$667K	1.53%	12
2025 Q2	$1.61M	Buy	+3,243	New	+$1.41M	1.42%	32
2025 Q1	–	Sell	-8,621	Closed	-$3.63M	–	56
2024 Q4	$3.63M	Buy	+8,621	New	+$3.67M	3.08%	7
2022 Q4	$2.26M	Buy	+8,570	New	+$2.06M	2.48%	5
2022 Q2	$2.71M	Sell	9,467 -10,084	-52%	-$2.74M	3.15%	5
2022 Q1	$6.03M	Sell	19,551 -298	-2%	-$89.7K	7.41%	3
2021 Q4	$6.68M	Buy	+19,849	New	+$6.44M	4.74%	5
2020 Q4	$4.07M	Buy	+18,279	New	+$3.93M	3.67%	7

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sheets Smith Investment Management's MSFT Position: Q3 2025 in Review

Sheets Smith Investment Management increased its Microsoft (MSFT) stake by 40% in Q3 2025, buying an estimated $667K and bringing the position to 4,550 shares worth $2.36M. The position accounts for 1.53% of the portfolio, ranked #12.

Sheets Smith Investment Management first reported a position in MSFT in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.68M in Q4 2021. 5,851 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Sheets Smith Investment Management held 4,550 shares of Microsoft worth $2.36M as of Q3 2025.
Sheets Smith Investment Management bought 1,307 Microsoft shares in Q3 2025, an estimated $667K.
Microsoft made up 1.53% of Sheets Smith Investment Management's portfolio in Q3 2025, its #12 holding.
Sheets Smith Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 8 quarters since.
Sheets Smith Investment Management's Microsoft position peaked at $6.68M in Q4 2021.
5,851 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.