SEC 13F Intelligence

Asset Advisors Investment Management, LLC / MSFT

Asset Advisors Investment Management, LLC’s Microsoft Corp Position

Does Asset Advisors Investment Management, LLC own Microsoft Corp (MSFT)? Yes164.9K shares worth $61M (+5.82% of its 13F portfolio) as of Q1 2026, down from 170.1K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
164.9K
% of Portfolio
+5.82%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $30MQ2 ’19: $35MQ3 ’19: $37MQ4 ’19: $43MQ4 ’19Q1 ’20: $40MQ2 ’20: $51MQ3 ’20: $50MQ4 ’20: $52MQ4 ’20Q1 ’21: $59MQ2 ’21: $62MQ3 ’21: $64MQ4 ’21: $75MQ4 ’21Q1 ’22: $69MQ2 ’22: $53MQ3 ’22: $47MQ4 ’22: $48MQ4 ’22Q1 ’23: $56MQ2 ’23: $65MQ3 ’23: $59MQ4 ’23: $71MQ4 ’23Q1 ’24: $79MQ2 ’24: $85MQ3 ’24: $79MQ4 ’24: $76MQ4 ’24Q1 ’25: $65MQ2 ’25: $85MQ3 ’25: $89MQ4 ’25: $82MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026164.9K$61M+5.82%
Q4 2025170.1K$82M+7.59%
Q3 2025171.2K$89M+8.40%
Q2 2025171.8K$85M+8.44%
Q1 2025174.4K$65M+6.88%
Q4 2024180.3K$76M+7.95%
Q3 2024183.8K$79M+8.23%
Q2 2024190.1K$85M+9.25%
Q1 2024186.7K$79M+8.80%
Q4 2023187.9K$71M+8.63%
Q3 2023187.7K$59M+7.97%
Q2 2023190.8K$65M+8.27%
Q1 2023195.6K$56M+7.38%
Q4 2022202.2K$48M+6.39%
Q3 2022203.6K$47M+6.76%
Q2 2022205.2K$53M+7.18%
Q1 2022223.0K$69M+7.67%
Q4 2021223.7K$75M+7.58%
Q3 2021226.7K$64M+7.13%
Q2 2021228.3K$62M+6.84%
Q1 2021231.9K$59M+6.93%
Q4 2020233.2K$52M+6.72%
Q3 2020236.4K$50M+7.51%
Q2 2020249.1K$51M+8.09%
Q1 2020255.8K$40M+7.47%
Q4 2019264.9K$43M+6.24%
Q3 2019262.6K$37M+5.84%
Q2 2019259.7K$35M+5.86%
Q1 2019257.1K$30M+5.39%
Q4 2018259.3K$26M+5.22%

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