MSFT MICROSOFT CORP Com

Ownership history in WATERS PARKERSON & CO., LLC  ·  91 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported MICROSOFT CORP Com (MSFT) in 91 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.45% in 2025 Q3. The latest visible filing shows MSFT at 5.06% 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 WATERS PARKERSON & CO., 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
2025 Q4

MSFT was reported at 5.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.45% in 2025 Q3

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 2025 Q4

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 WATERS PARKERSON & CO., LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 213,066 -2,673 -1.2% 5.06% $103.0M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 215,739 -93 -0.0% 5.45% $111.7M 2025-10-28 $539.83
2025 Q2 REDUCED 215,832 -141 -0.1% 5.36% $107.4M 2025-08-14 $519.46
2025 Q1 REDUCED 215,973 -962 -0.4% 4.33% $81.1M 2025-05-15 $450.51
2024 Q4 REDUCED 216,935 -825 -0.4% 4.82% $91.4M 2025-02-14 $404.52
2024 Q3 REDUCED 217,760 -1,609 -0.7% 4.75% $93.7M 2024-11-13 $420.28
2024 Q2 REDUCED 219,369 -3,670 -1.6% 5.22% $98.0M 2024-08-13 $408.49
2024 Q1 REDUCED 223,039 -3,098 -1.4% 4.82% $93.8M 2024-05-14 $410.26
2023 Q4 REDUCED 226,137 -3,651 -1.6% 4.71% $85.0M 2024-02-14 $403.30
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WATERS PARKERSON & CO., 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 WATERS PARKERSON & CO., LLC reported owning MSFT?

WATERS PARKERSON & CO., LLC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for MSFT was 5.45% in 2025 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 213,066 shares, equal to 5.06% of portfolio, with an estimated market value of $103.0M.

What does the chart on this MSFT ownership page compare?

The chart compares WATERS PARKERSON & CO., 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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