Lummis Asset Management’s Microsoft MSFT Stock Holding History

Lummis Asset Management’s Portfolio MSFT Stock Details MSFT Fund Activity

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