Raymond James Financial Services Advisors, Inc. MSFT D MICROSOFT CORP COM

Ownership history in Raymond James Financial Services Advisors, Inc.  ·  84 quarters on record

AI Ownership Summary

Raymond James Financial Services Advisors, Inc. reported D MICROSOFT CORP COM (MSFT) in 84 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 2.67% in 2024 Q2. The latest visible filing shows MSFT at 2.34% 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 Raymond James Financial Services Advisors, Inc.'s position in D 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
2024 Q3

MSFT was reported at 2.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% 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
2024 Q1 to 2024 Q3

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 Raymond James Financial Services Advisors, Inc. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 4,079,028 +4,078,928 +4078928.0% 2.34% $1.76B 2024-11-14 (Est.) $421.04
2024 Q3 REDUCED 100.0% -1.1% 100 -4,202,380 -100.0% 0.00% $38K 2024-11-14 (Est.) $421.04
2024 Q2 ADDED 4,202,480 +46,572 +1.1% 2.67% $1.88B 2024-07-19 $430.35
2024 Q1 ADDED 4,155,908 +4,154,408 +276960.5% 2.60% $1.75B 2024-04-22 $394.05
2024 Q1 REDUCED 100.0% +8.8% 1,500 -4,191,227 -100.0% 0.00% $600K 2024-04-22 $394.05
79 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Raymond James Financial Services Advisors, Inc. and MSFT

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

How long has Raymond James Financial Services Advisors, Inc. reported owning MSFT?

Raymond James Financial Services Advisors, Inc. reported MSFT across 5 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported MSFT position in Raymond James Financial Services Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 2.67% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2024 Q3, when Raymond James Financial Services Advisors, Inc. reported 4,079,028 shares, equal to 2.34% of portfolio, with an estimated market value of $1.76B.

What does the chart on this MSFT ownership page compare?

The chart compares Raymond James Financial Services Advisors, Inc.'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.

How well did Raymond James Financial Services Advisors, Inc. time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, Raymond James Financial Services Advisors, Inc. correctly timed 62 out of 83 reported position changes (75%). The annualised alpha on MSFT relative to SPY over the holding period was +7.3%.

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