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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

MSFT holding history

Microsoft Corp in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of MSFT by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−101,575−100.0%Sold outHolders
Q4 2024101,575$42.8M2.4%+1,518+1.5%AddedHolders
Q3 2024100,057$43.1M2.4%+23,549+30.8%AddedHolders
Q2 202476,508$34.2M2.2%−2,420−3.1%ReducedHolders
Q1 202478,928$33.2M2.3%−2,913−3.6%ReducedHolders
Q4 202381,841$30.8M2.3%−6,389−7.2%ReducedHolders
Q3 202388,230$27.9M2.2%−3,701−4.0%ReducedHolders
Q2 202391,931$31.3M2.5%−8,339−8.3%ReducedHolders
Q1 2023100,270$28.9M2.5%−5,262−5.0%ReducedHolders
Q4 2022105,532$25.3M2.5%−3,520−3.2%ReducedHolders
Q3 2022109,052$25.4M3.5%−2,539−2.3%ReducedHolders
Q2 2022111,591$28.7M4.5%−915−0.8%ReducedHolders
Q1 2022112,506$34.7M4.8%+5,340+5.0%AddedHolders
Q4 2021107,166$36.0M7.7%−3,693−3.3%ReducedHolders
Q3 2021110,859$31.3M4.6%−1,747−1.6%ReducedHolders
Q2 2021112,606$30.5M4.5%−1,815−1.6%ReducedHolders
Q1 2021114,421$27.0M6.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.