MOSELEY INVESTMENT MANAGEMENT INC

Position in MSFT — Microsoft Corp

CIK 906396 BRADENTON, FL

Back to MSFT Full portfolio

Position in MSFT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$8,288,846

-$2,482,338 QoQ

Shares Held

22,392

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.74%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$148,068

PutShares

400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

MOSELEY INVESTMENT MANAGEMENT INC holds $13,832,395 across 4 Software - Infrastructure names. MSFT ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	22,392	$8,288,846
2	PLTR	Palantir Technologies Inc.	22,887	$3,347,910
3	CRWD	CrowdStrike Holdings, Inc.	19,128	$1,866,940
4	NET	Cloudflare, Inc.	1,593	$328,699

All Filings in MSFT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,288,846	22,392	+0.5%	Shares	Sole	2026-04-21
2026-03-31	$148,068	400	—	Put	Sole	2026-04-21
2025-12-31	$10,771,184	22,272	-4.8%	Shares	Sole	2026-01-20
2025-09-30	$12,115,368	23,391	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$11,627,953	23,377	+0.5%	Shares	Sole	2025-07-24
2025-03-31	$8,730,820	23,258	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$9,757,303	23,149	-4.0%	Shares	Sole	2025-01-14
2024-09-30	$10,374,102	24,109	-2.1%	Shares	Sole	2024-10-16
2024-06-30	$11,001,227	24,614	+0.6%	Shares	Sole	2024-07-16
2024-03-31	$10,298,804	24,479	-0.6%	Shares	Sole	2024-04-04
2023-12-31	$9,258,856	24,622	-13.1%	Shares	Sole	2024-01-25
2023-09-30	$8,942,987	28,323	+20.5%	Shares	Sole	2023-10-16
2023-06-30	$8,002,349	23,499	+0.7%	Shares	Sole	2023-07-06
2023-03-31	$6,726,615	23,332	-1.7%	Shares	Sole	2023-05-03
2022-12-31	$5,695,005	23,747	-1.7%	Shares	Sole	2023-01-24
2022-09-30	$5,624,069	24,148	+1.7%	Shares	Sole	2022-10-13
2022-06-30	$6,095,346	23,733	+12.1%	Shares	Sole	2022-07-15
2022-03-31	$6,525,997	21,167	-1.6%	Shares	Sole	2022-04-21
2021-12-31	$7,234,243	21,510	-4.0%	Shares	Sole	2022-01-25
2021-09-30	$6,315,571	22,402	+3.2%	Shares	Sole	2021-10-27
2021-06-30	$5,882,051	21,713	+7.0%	Shares	Sole	2021-08-11
2021-03-31	$4,784,480	20,293	+4.4%	Shares	Sole	2021-04-19
2020-12-31	$4,325,401	19,447	-3.2%	Shares	Sole	2021-01-26
2020-09-30	$4,226,581	20,095	-1.6%	Shares	Sole	2020-11-04
2020-06-30	$4,158,116	20,432	+4.6%	Shares	Sole	2020-07-24
2020-03-31	$3,079,603	19,527	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.