SIMG
MSFT icon

Sonora Investment Management Group’s Microsoft MSFT Stock Holding History

Sonora Investment Management Group’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 		$67.3M Sell
129,887
-3,356
-3% -$1.71M 4.76% 1
2025
Q2 		$66.3M Buy
133,243
+1,374
+1% +$597K 4.92% 1
2025
Q1 		$49.5M Buy
131,869
+39
+0% +$15.9K 3.92% 2
2024
Q4 		$55.6M Sell
131,830
-81
-0.1% -$34.5K 4.26% 2
2024
Q3 		$56.8M Sell
131,911
-2,354
-2% -$1.01M 4.21% 2
2024
Q2 		$56.5M Hold
134,265
– – 4.42% 1
2024
Q1 		$56.5M Sell
134,265
-637
-0.5% -$258K 4.42% 1
2023
Q4 		$50.7M Sell
134,902
-7,808
-5% -$2.78M 4.12% 2
2023
Q3 		$45.1M Buy
142,710
+547
+0.4% +$181K 3.86% 2
2023
Q2 		$48.4M Sell
142,163
-212
-0.1% -$66.4K 4.06% 2
2023
Q1 		$41M Sell
142,375
-590
-0.4% -$150K 3.58% 2
2022
Q4 		$34.3M Buy
142,965
+9,048
+7% +$2.17M 3.12% 2
2022
Q3 		$34.4M Buy
133,917
+200
+0.1% +$52.8K 4.42% 2
2022
Q2 		$34.3M Buy
133,717
+1,612
+1% +$438K 3.25% 2
2022
Q1 		$40.7M Buy
132,105
+1,005
+0.8% +$302K 4.61% 2
2021
Q4 		$44.1M Buy
+131,100
New +$42.5M 5.12% 2

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sonora Investment Management Group's MSFT Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Microsoft (MSFT) stake by 2.5% in Q3 2025, selling an estimated $1.71M and leaving 129,887 shares worth $67.3M. The position accounts for 4.76% of the portfolio, ranked #1.

Sonora Investment Management Group first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. 5,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Sonora Investment Management Group held 129,887 shares of Microsoft worth $67.3M as of Q3 2025.
  • Sonora Investment Management Group sold 3,356 Microsoft shares in Q3 2025, an estimated $1.71M.
  • Microsoft made up 4.76% of Sonora Investment Management Group's portfolio in Q3 2025, its #1 holding.
  • Sonora Investment Management Group first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • 5,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.