Ownership history in LYELL WEALTH MANAGEMENT, LP · 37 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Microsoft Corp (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 | ADDED | 92,149 | +5,036 | +5.8% | 3.23% | $44.6M | $482.52 |
| 2025 Q3 | REDUCED | 87,113 | -2,987 | -3.3% | 3.35% | $45.1M | $515.81 |
| 2025 Q2 | ADDED | 90,100 | +3,432 | +4.0% | 3.54% | $44.8M | $494.54 |
| 2025 Q1 | ADDED | 86,668 | +7,477 | +9.4% | 3.04% | $32.5M | $372.54 |
| 2024 Q4 | ADDED | 79,191 | +471 | +0.6% | 2.99% | $33.4M | $417.46 |
| 2024 Q3 | ADDED | 78,720 | +1,026 | +1.3% | 3.08% | $33.9M | $425.32 |
| 2024 Q2 | ADDED | 77,694 | +1,746 | +2.3% | 3.32% | $34.7M | $440.99 |
| 2024 Q1 | REDUCED | 75,948 | -183 | -0.2% | 3.25% | $32.0M | $414.36 |
| 2023 Q4 | ADDED | 76,131 | +1,621 | +2.2% | 3.25% | $28.6M | $369.67 |
| 2023 Q3 | REDUCED | 74,510 | -686 | -0.9% | 3.16% | $23.5M | $309.77 |
As of 2025 Q4 — sorted by position size