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SCHMIDT P J INVESTMENT MANAGEMENT INC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on MSFT, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 88,906 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,906 shares
    Change vs previous 13F -547 shares

    5.15% of the 13F portfolio, value $33,163,847.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 89,453 shares
    Change vs previous 13F +4,111 shares

    5.57% of the 13F portfolio, value $33,112,740.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 85,342 shares
    Change vs previous 13F -1,066 shares

    6.71% of the 13F portfolio, value $41,272,865.

    13F-HR 0001008895-26-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 86,408 shares
    Change vs previous 13F +1,832 shares

    7.4% of the 13F portfolio, value $44,754,967.

    13F-HR 0001008895-25-000008 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 84,576 shares
    Change vs previous 13F -1,460 shares

    7.27% of the 13F portfolio, value $42,069,149.

    13F-HR 0001008895-25-000006 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 86,036 shares
    Change vs previous 13F +582 shares

    5.91% of the 13F portfolio, value $32,297,225.

    13F-HR 0001008895-25-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 85,454 shares
    Change vs previous 13F -1,156 shares

    6.25% of the 13F portfolio, value $36,018,685.

    13F-HR 0001008895-25-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 86,610 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $37,268,402.

    13F-HR 0001008895-24-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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