Number of Shares
239,362.00
Current Holdings Value*
$89.85 Mil
% of Portfolio
7.48%
Total Estimate Gain
$182.17 Mil
% of Total Estimate Gain
463.34%

Stack Financial Management, Inc's Microsoft Corp Holding Summary

As of 2025-03-31, Stack Financial Management, Inc held 239,362.00 shares of Microsoft Corp(MSFT), totaling $89.85 Mil. This investment constitutes 7.48% of their stock portfolio, and Stack Financial Management, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Stack Financial Management, Inc has made 14 purchases of MSFT, at an average price of $42.39, for a total of 927,532.00 shares. In addition, there have been 22 sales at an average price of $154.81 for 688,170.00 shares. Based on historical transaction data and MSFT's current price of $480.24, Stack Financial Management, Inc's estimated gain on his MSFT holdings is $182.17 Mil, reflecting a 463.34% gain to date.

Stack Financial Management, Inc MSFT ($480.24) Holding Chart

Stack Financial Management, Inc MSFT ($480.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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