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Redmond Today
By the People, for the People
Microsoft Trimmed by Investment Firm in Q4
McAlister Sweet & Associates Inc. reduced its stake in the tech giant by 9.2%
Mar. 21, 2026 at 9:36am
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McAlister Sweet & Associates Inc. trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,019 shares of the software giant's stock after selling 1,423 shares during the quarter. Microsoft accounts for approximately 5.9% of McAlister Sweet & Associates Inc.'s investment portfolio, making the stock its 5th largest position.
Why it matters
This filing provides insight into the investment decisions of McAlister Sweet & Associates Inc., a prominent investment management firm. The reduction in Microsoft holdings, even as the stock remains a top-five position, suggests the firm may be rebalancing its portfolio or taking a more cautious stance on the tech sector.
The details
According to the disclosure, McAlister Sweet & Associates Inc. owned 14,019 shares of Microsoft at the end of the fourth quarter, valued at $6.78 million. This represents a 9.2% reduction from the prior quarter, when the firm held 15,442 shares. The filing does not provide specific reasons for the trimming of the Microsoft position.
- The filing covers the fourth quarter of 2025, ending on December 31.
The players
McAlister Sweet & Associates Inc.
An investment management firm that owns a $6.78 million stake in Microsoft Corporation.
Microsoft Corporation
A global technology company headquartered in Redmond, Washington, known for its Windows operating system, Microsoft 365 productivity suite, and other software products and services.
The takeaway
The reduction in Microsoft holdings by McAlister Sweet & Associates Inc. suggests the firm may be taking a more cautious stance on the tech sector, even as Microsoft remains a top-five position in its investment portfolio. This filing provides insight into the investment decisions of a prominent firm and could signal broader trends in the market.
