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Stamos Capital Partners, L.P.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on MSFT, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 45,971 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,971 shares
    Change vs previous 13F +3,116 shares

    2.63% of the 13F portfolio, value $17,148,102.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 42,855 shares
    Change vs previous 13F +20,590 shares

    2.48% of the 13F portfolio, value $15,863,635.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 22,265 shares
    Change vs previous 13F +3,944 shares

    1.73% of the 13F portfolio, value $10,767,799.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 18,321 shares
    Change vs previous 13F -913 shares

    1.79% of the 13F portfolio, value $9,489,362.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 19,234 shares
    Change vs previous 13F +5,776 shares

    1.72% of the 13F portfolio, value $9,567,184.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 13,458 shares
    Change vs previous 13F +1,698 shares

    1.32% of the 13F portfolio, value $5,051,999.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 11,760 shares
    Change vs previous 13F +3,790 shares

    1.16% of the 13F portfolio, value $4,956,840.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 7,970 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,429,491.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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