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Wilkinson Global Asset Management LLC: MSFT position timeline

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

Wilkinson Global Asset Management LLC held 168,153 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,153 shares
    Change vs previous 13F -47,385 shares

    4.98% of the 13F portfolio, value $62,724,432.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset Management 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 215,538 shares
    Change vs previous 13F -13,265 shares

    6.08% of the 13F portfolio, value $79,785,702.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset Management 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 228,803 shares
    Change vs previous 13F -15,996 shares

    7.56% of the 13F portfolio, value $110,653,707.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset Management 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 244,799 shares
    Change vs previous 13F -9,747 shares

    7.98% of the 13F portfolio, value $126,793,642.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset Management 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 254,546 shares
    Change vs previous 13F -16,970 shares

    7.96% of the 13F portfolio, value $126,613,726.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global Asset Management 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 271,516 shares
    Change vs previous 13F -3,995 shares

    6.37% of the 13F portfolio, value $101,924,392.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global Asset Management 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 275,511 shares
    Change vs previous 13F -2,105 shares

    7.14% of the 13F portfolio, value $116,127,886.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global Asset Management 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 277,616 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $119,458,164.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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