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Williams Jones Wealth Management, LLC.: MSFT position timeline

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

Williams Jones Wealth Management, LLC. held 983,325 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 983,325 shares
    Change vs previous 13F +9,005 shares

    4.14% of the 13F portfolio, value $366,800,022.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 974,320 shares
    Change vs previous 13F -28,520 shares

    4.43% of the 13F portfolio, value $360,664,145.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 1,002,840 shares
    Change vs previous 13F +68,439 shares

    5.48% of the 13F portfolio, value $484,993,602.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 934,401 shares
    Change vs previous 13F +34,695 shares

    5.54% of the 13F portfolio, value $483,973,106.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 899,706 shares
    Change vs previous 13F +9,957 shares

    5.35% of the 13F portfolio, value $447,522,762.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 889,749 shares
    Change vs previous 13F +8,235 shares

    4.27% of the 13F portfolio, value $334,002,878.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 881,514 shares
    Change vs previous 13F -20,376 shares

    4.48% of the 13F portfolio, value $371,558,319.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth 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 901,890 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $388,083,114.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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