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Wellington Shields Capital Management, LLC: MSFT position timeline

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

Wellington Shields Capital Management, LLC held 177,328 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,328 shares
    Change vs previous 13F -16,087 shares

    5.36% of the 13F portfolio, value $66,146,961.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 107,830 shares
    • Wellington Shields & Co., LLC: 69,498 shares

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

  2. period ended2026-03-31
    13F 193,415 shares
    Change vs previous 13F +11,116 shares

    6.76% of the 13F portfolio, value $71,596,338.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 123,668 shares
    • Wellington Shields & Co., LLC: 69,747 shares

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

  3. period ended2025-12-31
    13F 182,299 shares
    Change vs previous 13F +9,197 shares

    8.08% of the 13F portfolio, value $88,163,373.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 112,309 shares
    • Wellington Shields & Co., LLC: 69,990 shares

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

  4. period ended2025-09-30
    13F 173,102 shares
    Change vs previous 13F -1,083 shares

    8.6% of the 13F portfolio, value $89,658,098.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 104,916 shares
    • Wellington Shields & Co., LLC: 68,186 shares

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

  5. period ended2025-06-30
    13F 174,185 shares
    Change vs previous 13F -6,879 shares

    9.18% of the 13F portfolio, value $86,641,598.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 105,393 shares
    • Wellington Shields & Co., LLC: 68,792 shares

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

  6. period ended2025-03-31
    13F 181,064 shares
    Change vs previous 13F -331,736 shares

    7.8% of the 13F portfolio, value $67,969,702.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 112,323 shares
    • Wellington Shields & Co., LLC: 68,741 shares

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

  7. period ended2024-12-31
    13F 512,800 shares
    Change vs previous 13F +332,658 shares

    8.34% of the 13F portfolio, value $74,352,861.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 444,598 shares
    • Wellington Shields & Co., LLC: 68,202 shares

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

  8. period ended2024-09-30
    13F 180,142 shares
    Change vs previous 13F not available

    8.57% of the 13F portfolio, value $77,515,368.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 111,617 shares
    • Wellington Shields & Co., LLC: 68,525 shares

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