Skip to content
Disclosery

FORBES J M & CO LLP: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on MSFT, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 155,852 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,852 shares
    Change vs previous 13F -1,215 shares

    4.57% of the 13F portfolio, value $58,135,913.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 157,067 shares
    Change vs previous 13F -660 shares

    4.92% of the 13F portfolio, value $58,141,491.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 157,727 shares
    Change vs previous 13F +660 shares

    6.18% of the 13F portfolio, value $76,279,932.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 157,067 shares
    Change vs previous 13F +714 shares

    6.76% of the 13F portfolio, value $81,352,853.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 156,353 shares
    Change vs previous 13F -1,586 shares

    7.11% of the 13F portfolio, value $77,771,546.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 157,939 shares
    Change vs previous 13F +3,127 shares

    5.74% of the 13F portfolio, value $59,288,721.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 154,812 shares
    Change vs previous 13F +281 shares

    6.28% of the 13F portfolio, value $65,253,258.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 154,531 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $66,494,689.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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