MSFT MICROSOFT CORP COM

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  104 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported MICROSOFT CORP COM (MSFT) in 104 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.7% in 2024 Q2. The latest visible filing shows MSFT at 4.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in MICROSOFT CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSFT was reported at 4.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.7% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 195,341 +1,420 +0.7% 4.06% $72.3M 2026-04-13 $384.37
2025 Q4 ADDED 193,921 +64 +0.0% 4.97% $93.8M 2026-01-15 $455.62
2025 Q3 ADDED 193,857 +429 +0.2% 5.40% $100.4M 2025-10-20 $514.65
2025 Q2 ADDED 193,428 +7,587 +4.1% 5.55% $96.2M 2025-07-17 $508.74
2025 Q1 REDUCED 185,841 -6,130 -3.2% 4.48% $69.8M 2025-04-28 $388.19
2024 Q4 REDUCED 191,971 -2,393 -1.2% 4.96% $80.9M 2025-01-21 $424.39
2024 Q3 REDUCED 194,364 -534 -0.3% 5.15% $83.6M 2024-10-23 $419.69
2024 Q2 ADDED 194,898 +545 +0.3% 5.70% $87.1M 2024-07-25 $412.82
2024 Q1 ADDED 194,353 +527 +0.3% 5.50% $81.8M 2024-04-23 $401.41
2023 Q4 REDUCED 193,826 -452 -0.2% 5.55% $72.9M 2024-01-24 $395.74
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning MSFT?

MOODY LYNN LIEBERSON & WALKER, LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for MSFT was 5.70% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 195,341 shares, equal to 4.06% of portfolio, with an estimated market value of $72.3M.

What does the chart on this MSFT ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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