Lummis Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17M Sell
2025
Q1
$12.9M Buy
2024
Q4
$5.38M Sell
2024
Q3
$7.03M Buy
2024
Q2
$5.92M Buy
2024
Q1
$5.54M Sell
2023
Q4
$11.5M Buy