Question 1

How many shares of MSFT does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 983,325 shares of MSFT (MICROSOFT CORP).

Question 2

What is Williams Jones Wealth Management, LLC.'s MSFT position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s MSFT position is worth $366.8M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling MSFT?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. increased their MSFT position (+0.9% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy MSFT?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in MSFT in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	983,325	+0.9%	$366.8M	4.1%	$372.32	57
2026-Q1	Decreased	974,320	-2.8%	$360.7M	4.4%	$368.68	0
2025-Q4	Increased	1M	+7.3%	$485M	5.5%	$480.57	65
2025-Q3	Increased	934,401	+3.9%	$484M	5.5%	$513.72	63
2025-Q2	Increased	899,706	+1.1%	$447.5M	5.4%	$492.54	61
2025-Q1	Increased	889,749	+0.9%	$334M	4.3%	$371.03	57
2024-Q4	Decreased	881,514	-2.3%	$371.6M	4.5%	$415.78	0
2024-Q3	Increased	901,890	+1.7%	$388.1M	4.6%	$423.61	58
2024-Q2	Increased	886,937	+3.6%	$396.4M	4.9%	$439.21	59
2024-Q1	Increased	856,350	+8.9%	$360.3M	4.6%	$412.69	62
2023-Q4	Increased	786,667	+2.7%	$295.8M	4.1%	$368.18	58
2023-Q3	Increased	766,027	+4.5%	$241.9M	3.7%	$308.52	59
2023-Q2	Increased	733,311	+0.0%	$249.7M	3.7%	$332.04	56
2023-Q1	Decreased	733,251	-0.9%	$211.4M	3.3%	$280.49	0
2022-Q4	Decreased	740,271	-3.1%	$177.5M	3.0%	$232.74	0
2022-Q3	Decreased	763,796	-0.9%	$177.9M	3.1%	$225.39	0
2022-Q2	Decreased	770,828	-0.7%	$198M	3.2%	$248.02	0
2022-Q1	Decreased	776,314	-1.9%	$239.3M	3.3%	$297.05	0
2021-Q4	Decreased	791,202	-0.8%	$266.1M	3.3%	$323.37	0
2021-Q3	Decreased	797,573	-0.3%	$224.9M	3.1%	$270.57	0
2021-Q2	Increased	799,863	+1.3%	$216.7M	3.0%	$259.49	57
2021-Q1	Decreased	789,971	-0.5%	$186.3M	2.9%	$225.32	0
2020-Q4	Decreased	794,282	-5.4%	$176.7M	2.9%	$212.08	0
2020-Q3	Decreased	839,489	-2.9%	$176.6M	3.3%	$200.02	0
2020-Q2	Increased	864,258	+0.8%	$175.9M	3.6%	$193.07	56
2020-Q1	Decreased	857,036	-6.4%	$135.2M	3.5%	$149.21	0
2019-Q4	Decreased	915,322	-2.4%	$144.3M	2.8%	$148.79	0
2019-Q3	New	937,609	-	$130.4M	2.7%	$130.73	78

MSFT28 quarters

MSFT
28 quarters