SEC 13F Intelligence

Alley Investment Management Company, LLC / MSFT

Alley Investment Management Company, LLC’s Microsoft Corp Position

Does Alley Investment Management Company, LLC own Microsoft Corp (MSFT)? Yes66.7K shares worth $25M (+3.01% of its 13F portfolio) as of Q1 2026, up from 62.0K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
66.7K
% of Portfolio
+3.01%
Quarters Held
17
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $18MQ1 ’22Q2 ’22: $15MQ3 ’22: $14MQ4 ’22: $14,038Q4 ’22Q1 ’23: $18MQ2 ’23: $21MQ3 ’23: $19MQ3 ’23Q4 ’23: $24MQ1 ’24: $26MQ2 ’24: $27MQ2 ’24Q3 ’24: $26MQ4 ’24: $26MQ1 ’25: $23MQ1 ’25Q2 ’25: $31MQ3 ’25: $32MQ4 ’25: $30MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.7K$25M+3.01%
Q4 202562.0K$30M+3.51%
Q3 202562.0K$32M+3.73%
Q2 202561.4K$31M+3.70%
Q1 202561.7K$23M+2.91%
Q4 202461.5K$26M+3.28%
Q3 202460.5K$26M+3.30%
Q2 202460.2K$27M+3.68%
Q1 202462.4K$26M+3.61%
Q4 202363.0K$24M+3.46%
Q3 202360.2K$19M+3.23%
Q2 202360.4K$21M+3.32%
Q1 202360.9K$18M+2.93%
Q4 202258.5K$14,038+2.41%
Q3 202259.2K$14M+2.75%
Q2 202259.1K$15M+2.86%
Q1 202258.6K$18M+2.98%

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