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AAFMAA Wealth Management & Trust LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on MSFT, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 10,728 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,728 shares
    Change vs previous 13F -2,873 shares

    1.4% of the 13F portfolio, value $4,001,759.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,601 shares
    Change vs previous 13F -1,688 shares

    1.95% of the 13F portfolio, value $5,034,682.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,289 shares
    Change vs previous 13F +5,908 shares

    2.9% of the 13F portfolio, value $7,394,066.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,381 shares
    Change vs previous 13F -293 shares

    1.93% of the 13F portfolio, value $4,858,889.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,674 shares
    Change vs previous 13F -609 shares

    1.99% of the 13F portfolio, value $4,811,944.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,283 shares
    Change vs previous 13F -2,136 shares

    1.75% of the 13F portfolio, value $3,860,135.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,419 shares
    Change vs previous 13F -41 shares

    2.29% of the 13F portfolio, value $5,234,609.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,460 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,361,538.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).