SEC 13F Intelligence

Grassi Investment Management / MSFT

Grassi Investment Management’s Microsoft Corp Position

Does Grassi Investment Management own Microsoft Corp (MSFT)? Yes — 159.6K shares worth $79M (+6.32% of its 13F portfolio) as of Q2 2025, down from 161.5K shares the prior filed quarter.

Position Value
$79M
Q2 2025
Shares
159.6K
% of Portfolio
+6.32%
Quarters Held
27
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $22MQ2 ’19: $25MQ3 ’19: $24MQ4 ’19: $27MQ4 ’19Q1 ’20: $26MQ2 ’20: $34MQ3 ’20: $34MQ4 ’20: $37MQ4 ’20Q1 ’21: $39MQ2 ’21: $45MQ3 ’21: $47MQ4 ’21: $55MQ4 ’21Q1 ’22: $51MQ2 ’22: $42MQ3 ’22: $38MQ4 ’22: $39MQ4 ’22Q1 ’23: $46MQ2 ’23: $55MQ3 ’23: $51MQ4 ’23: $61MQ4 ’23Q1 ’24: $68MQ2 ’24: $73MQ3 ’24: $70MQ4 ’24: $68MQ4 ’24Q1 ’25: $61MQ2 ’25: $79Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025159.6K$79M+6.32%
Q1 2025161.5K$61M+5.61%
Q4 2024161.6K$68M+5.81%
Q3 2024163.3K$70M+6.07%
Q2 2024163.1K$73M+6.47%
Q1 2024162.8K$68M+6.19%
Q4 2023161.3K$61M+6.36%
Q3 2023161.3K$51M+5.86%
Q2 2023160.5K$55M+6.01%
Q1 2023161.0K$46M+5.76%
Q4 2022162.9K$39M+5.27%
Q3 2022162.3K$38M+5.51%
Q2 2022162.5K$42M+5.51%
Q1 2022164.2K$51M+5.29%
Q4 2021164.1K$55M+5.51%
Q3 2021165.2K$47M+5.24%
Q2 2021165.6K$45M+4.87%
Q1 2021165.0K$39M+4.41%
Q4 2020164.5K$37M+4.64%
Q3 2020163.1K$34M+4.86%
Q2 2020165.7K$34M+4.86%
Q1 2020165.1K$26M+4.55%
Q4 2019170.5K$27M+3.64%
Q3 2019170.9K$24M+3.56%
Q2 2019186.5K$25M+3.69%
Q1 2019186.7K$22M+3.26%
Q4 2018182.2K$19M+3.18%

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