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Stack Financial Management, Inc: MSFT position timeline

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

Stack Financial Management, Inc held 187,635 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 187,635 shares
    Change vs previous 13F +2,560 shares

    5.46% of the 13F portfolio, value $69,991,445.

    13F-HR 0001308685-26-000007 filed by Stack Financial 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 185,075 shares
    Change vs previous 13F -41,554 shares

    5.03% of the 13F portfolio, value $68,509,162.

    13F-HR 0001308685-26-000005 filed by Stack Financial 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 226,629 shares
    Change vs previous 13F -4,536 shares

    8.36% of the 13F portfolio, value $109,602,199.

    13F-HR 0001308685-26-000002 filed by Stack Financial 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 231,165 shares
    Change vs previous 13F -2,920 shares

    9.94% of the 13F portfolio, value $119,731,942.

    13F-HR 0001308685-25-000011 filed by Stack Financial 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 234,085 shares
    Change vs previous 13F -5,277 shares

    10.29% of the 13F portfolio, value $116,436,200.

    13F-HR 0001308685-25-000009 filed by Stack Financial 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 239,362 shares
    Change vs previous 13F -2,291 shares

    7.48% of the 13F portfolio, value $89,854,048.

    13F-HR 0001308685-25-000007 filed by Stack Financial 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 241,653 shares
    Change vs previous 13F -1,783 shares

    9.31% of the 13F portfolio, value $101,856,536.

    13F-HR 0001308685-25-000004 filed by Stack Financial 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 243,436 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $104,750,687.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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