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LMCG INVESTMENTS, LLC: MSFT position timeline

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

LMCG INVESTMENTS, LLC held 147,881 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,881 shares
    Change vs previous 13F -2,181 shares

    2.95% of the 13F portfolio, value $55,162,433.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 150,062 shares
    Change vs previous 13F -6,887 shares

    3.31% of the 13F portfolio, value $55,548,314.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 156,949 shares
    Change vs previous 13F -7,803 shares

    4.34% of the 13F portfolio, value $75,903,503.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 164,752 shares
    Change vs previous 13F -3,795 shares

    5.02% of the 13F portfolio, value $85,333,285.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 168,547 shares
    Change vs previous 13F -5,889 shares

    5.25% of the 13F portfolio, value $83,836,761.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 174,436 shares
    Change vs previous 13F -20,372 shares

    4.35% of the 13F portfolio, value $65,481,688.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 194,808 shares
    Change vs previous 13F -6,119 shares

    5.04% of the 13F portfolio, value $82,111,628.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 200,927 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $86,458,843.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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