Position history for Williams Jones Wealth Management, LLC.'s holdings in MICROSOFT CORP
Williams Jones Wealth Management, LLC. holds 974,320 shares of MSFT (MICROSOFT CORP), worth $360.7M as of 2026-Q1. The position was decreased (-2.8% shares). MSFT represents 4.4% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$360.7M
Current Shares
974,320
Total Value Change
-$35.8M
Total Shares Change
+87,383
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 974,320 |
-2.8% |
| $360.7M |
| 4.4% |
| $403.93 |
0 |
| 2025-Q4 | Increased | 1M | +7.3% | $485M | 5.5% | $487.48 | 65 |
| 2025-Q3 | Increased | 934,401 | +3.9% | $484M | 5.5% | $513.64 | 63 |
| 2025-Q2 | Increased | 899,706 | +1.1% | $447.5M | 5.4% | $494.20 | 61 |
| 2025-Q1 | Increased | 889,749 | +0.9% | $334M | 4.3% | $376.78 | 57 |
| 2024-Q4 | Decreased | 881,514 | -2.3% | $371.6M | 4.5% | $421.72 | 0 |
| 2024-Q3 | Increased | 901,890 | +1.7% | $388.1M | 4.6% | $424.04 | 58 |
| 2024-Q2 | Increased | 886,937 | +3.6% | $396.4M | 4.9% | $441.99 | 59 |