Institutional & Family Asset Management, LLC / MSFT
Institutional & Family Asset Management, LLC’s Microsoft Corp Position
Does Institutional & Family Asset Management, LLC own Microsoft Corp (MSFT)? Yes — 18.3K shares worth $8M (+1.25% of its 13F portfolio) as of Q2 2024, down from 18.4K shares the prior filed quarter.
Position Value
$8M
Q2 2024
Shares
18.3K
% of Portfolio
+1.25%
Quarters Held
23
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 18.3K | $8M | +1.25% |
| Q1 2024 | 18.4K | $8M | +1.23% |
| Q4 2023 | 19.9K | $7M | +1.23% |
| Q3 2023 | 21.5K | $7M | +1.11% |
| Q2 2023 | 21.5K | $7M | +1.19% |
| Q1 2023 | 24.2K | $7M | +1.15% |
| Q4 2022 | 23.1K | $6M | +0.92% |
| Q3 2022 | 23.1K | $5M | +0.96% |
| Q2 2022 | 19.9K | $5M | +0.88% |
| Q1 2022 | 19.3K | $6M | +0.93% |
| Q4 2021 | 19.7K | $7M | +1.03% |
| Q3 2021 | 23.0K | $6M | +1.04% |
| Q2 2021 | 23.9K | $6M | +1.07% |
| Q1 2021 | 21.5K | $5M | +0.98% |
| Q4 2020 | 21.7K | $5M | +1.01% |
| Q3 2020 | 23.3K | $5M | +1.14% |
| Q2 2020 | 30.6K | $6M | +1.29% |
| Q1 2020 | 30.5K | $5M | +1.11% |
| Q4 2019 | 31.5K | $5M | +1.05% |
| Q3 2019 | 35.4K | $5M | +1.08% |
| Q2 2019 | 36.8K | $5M | +1.07% |
| Q1 2019 | 40.3K | $5M | +1.00% |
| Q4 2018 | 40.5K | $4M | +0.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of MSFT.