Ownership history in Linscomb Wealth, Inc. · 85 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Microsoft Inc COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 105,739 | -1,272 | -1.2% | 2.15% | $51.1M | $482.52 |
| 2025 Q3 | ADDED | 107,011 | +2,011 | +1.9% | 2.39% | $55.4M | $515.81 |
| 2025 Q2 | ADDED | 105,000 | +483 | +0.5% | 2.40% | $52.2M | $494.54 |
| 2025 Q1 | REDUCED | 104,517 | -6,442 | -5.8% | 1.95% | $39.2M | $372.54 |
| 2024 Q4 | ADDED | 110,959 | +4,293 | +4.0% | 2.33% | $46.8M | $417.46 |
| 2024 Q3 | REDUCED | 106,666 | -2,656 | -2.4% | 2.28% | $45.9M | $425.32 |
| 2024 Q2 | ADDED | 109,322 | +723 | +0.7% | 2.53% | $48.9M | $440.99 |
| 2024 Q1 | REDUCED | 108,599 | -2,655 | -2.4% | 2.35% | $45.7M | $414.36 |
| 2023 Q4 | REDUCED | 111,254 | -3,343 | -2.9% | 2.30% | $41.8M | $369.67 |
| 2023 Q3 | REDUCED | 114,597 | -5,593 | -4.7% | 2.12% | $36.2M | $309.77 |
As of 2025 Q4 — sorted by position size