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MATRIX ASSET ADVISORS INC/NY: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on MSFT, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 173,012 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 173,012 shares
    Change vs previous 13F +134 shares

    7.31% of the 13F portfolio, value $88,737,844.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 172,878 shares
    Change vs previous 13F +1,519 shares

    5.24% of the 13F portfolio, value $64,486,799.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 171,359 shares
    Change vs previous 13F +28,642 shares

    5.82% of the 13F portfolio, value $63,432,000.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 142,717 shares
    Change vs previous 13F +787 shares

    6.2% of the 13F portfolio, value $69,020,618.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 141,930 shares
    Change vs previous 13F -205 shares

    6.82% of the 13F portfolio, value $73,512,767.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 142,135 shares
    Change vs previous 13F -950 shares

    7.15% of the 13F portfolio, value $70,699,474.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 143,085 shares
    Change vs previous 13F +1,986 shares

    5.93% of the 13F portfolio, value $53,712,562.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 141,099 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $59,473,229.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).