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MCDANIEL TERRY & CO: MSFT position timeline

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

MCDANIEL TERRY & CO held 295,851 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,851 shares
    Change vs previous 13F +28 shares

    8.62% of the 13F portfolio, value $110,358,430.

    13F-HR 0001104366-26-000006 filed by MCDANIEL TERRY & CO
    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 295,823 shares
    Change vs previous 13F +21,956 shares

    9.3% of the 13F portfolio, value $109,504,725.

    13F-HR 0001104366-26-000004 filed by MCDANIEL TERRY & CO
    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 273,867 shares
    Change vs previous 13F -35,257 shares

    11.53% of the 13F portfolio, value $132,447,766.

    13F-HR 0001104366-26-000002 filed by MCDANIEL TERRY & CO
    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 309,124 shares
    Change vs previous 13F -3,114 shares

    12.89% of the 13F portfolio, value $160,111,005.

    13F-HR 0001104366-25-000011 filed by MCDANIEL TERRY & CO
    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 312,238 shares
    Change vs previous 13F -3,415 shares

    12.72% of the 13F portfolio, value $155,310,114.

    13F-HR 0001104366-25-000006 filed by MCDANIEL TERRY & CO
    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 315,653 shares
    Change vs previous 13F +59 shares

    10.37% of the 13F portfolio, value $118,493,000.

    13F-HR 0001104366-25-000004 filed by MCDANIEL TERRY & CO
    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 315,594 shares
    Change vs previous 13F +18,052 shares

    10.91% of the 13F portfolio, value $133,023,000.

    13F-HR 0001104366-25-000002 filed by MCDANIEL TERRY & CO
    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 297,542 shares
    Change vs previous 13F not available

    10.72% of the 13F portfolio, value $128,032,000.

    13F-HR 0001104366-24-000010 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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