LAM
Lummis Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
33,381
-75
| -0.2% | -$38.3K | 11.14% | 1 |
|
|
2025
Q1 | $12.9M | Buy |
33,456
+20,694
| +162% | +$7.98M | 8.96% | 3 |
|
|
2024
Q4 | $5.38M | Sell |
12,762
-3,577
| -22% | -$1.51M | 6.82% | 3 |
|
|
2024
Q3 | $7.03M | Buy |
16,339
+3,092
| +23% | +$1.33M | 8.21% | 3 |
|
|
2024
Q2 | $5.92M | Buy |
13,247
+86
| +0.7% | +$38.4K | 7.82% | 3 |
|
|
2024
Q1 | $5.54M | Sell |
13,161
-17,467
| -57% | -$7.35M | 7.42% | 3 |
|
|
2023
Q4 | $11.5M | Buy |
+30,628
| New | +$11.5M | 8.81% | 3 |
|