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STERLING INVESTMENT MANAGEMENT, LLC → MSFT

STERLING INVESTMENT MANAGEMENT, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.7M
Q4 2025$7M
Q1 2026$5.5M
Q2 2026$5.3M
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M11.0K——
Q2 2026$5.3M14.1K——
Q1 2026$5.5M14.9K——
Q4 2025$7M14.5K——
Q3 2025$4.7M9.1K——

Other funds holding MSFT

Other STERLING INVESTMENT MANAGEMENT, LLC positions

VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.4M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.3M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL B NEW

$15M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$15M
GLD

SPDR GOLD SHARES

$14.2M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$13.8M