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Smith Group Asset Management, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Group Asset Management, LLC on MSFT, newest first. How the timeline and the estimate are built.

Smith Group Asset Management, LLC held 186,902 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,902 shares
    Change vs previous 13F +11,633 shares

    2.84% of the 13F portfolio, value $69,718,184.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, LLC
    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 175,269 shares
    Change vs previous 13F +9,198 shares

    3.31% of the 13F portfolio, value $64,879,326.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, LLC
    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 166,071 shares
    Change vs previous 13F +11,484 shares

    4.26% of the 13F portfolio, value $80,315,257.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, LLC
    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 154,587 shares
    Change vs previous 13F +7,305 shares

    4.6% of the 13F portfolio, value $80,068,337.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, LLC
    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 147,282 shares
    Change vs previous 13F +1,151 shares

    4.8% of the 13F portfolio, value $73,259,540.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, LLC
    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 146,131 shares
    Change vs previous 13F +5,169 shares

    4.11% of the 13F portfolio, value $54,856,116.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, LLC
    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 140,962 shares
    Change vs previous 13F +645 shares

    4.38% of the 13F portfolio, value $59,415,483.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, LLC
    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 140,317 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $60,378,405.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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