SEC 13F Intelligence

Sentry Investment Management LLC / MSFT

Sentry Investment Management LLC’s Microsoft Corp Position

Does Sentry Investment Management LLC own Microsoft Corp (MSFT)? Not currently — the last reported position was 19.4K shares worth $9M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q4 2025
Shares
19.4K
% of Portfolio
+6.17%
Quarters Held
28
position exited

Position History MSFT

Reported value by quarter
Q1 ’19: $60MQ1 ’19Q2 ’19: $68MQ3 ’19: $71MQ4 ’19: $80MQ1 ’20: $77MQ1 ’20Q2 ’20: $90MQ3 ’20: $93MQ4 ’20: $97MQ1 ’21: $17MQ1 ’21Q2 ’21: $22MQ3 ’21: $18MQ4 ’21: $20MQ1 ’22: $19MQ1 ’22Q2 ’22: $13MQ3 ’22: $12MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $16MQ3 ’23: $14MQ4 ’23: $16MQ1 ’24: $18MQ1 ’24Q2 ’24: $15MQ3 ’24: $15MQ4 ’24: $13MQ1 ’25: $8MQ1 ’25Q2 ’25: $11MQ3 ’25: $10MQ4 ’25: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202519.4K$9M+6.17%
Q3 202519.4K$10M+6.78%
Q2 202521.4K$11M+5.87%
Q1 202521.6K$8M+5.25%
Q4 202431.0K$13M+6.22%
Q3 202435.8K$15M+6.47%
Q2 202433.2K$15M+6.59%
Q1 202442.0K$18M+6.86%
Q4 202342.9K$16M+6.93%
Q3 202343.1K$14M+6.53%
Q2 202346.5K$16M+5.98%
Q1 202347.8K$14M+5.67%
Q4 202251.8K$12M+5.48%
Q3 202252.3K$12M+5.78%
Q2 202251.6K$13M+5.99%
Q1 202260.0K$19M+5.89%
Q4 202160.2K$20M+5.33%
Q3 202162.3K$18M+5.11%
Q2 202181.1K$22M+5.60%
Q1 202172.9K$17M+4.75%
Q4 2020437.6K$97M+4.89%
Q3 2020442.0K$93M+5.17%
Q2 2020442.3K$90M+5.47%
Q1 2020489.4K$77M+5.70%
Q4 2019510.0K$80M+4.80%
Q3 2019511.3K$71M+4.65%
Q2 2019508.0K$68M+4.50%
Q1 2019505.3K$60M+4.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sentry Investment Management LLC’s full portfolio or all institutional holders of MSFT.