SEC 13F Intelligence

Lumature Wealth Partners, LLC / MSFT

Lumature Wealth Partners, LLC’s Microsoft Corp Position

Does Lumature Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes — 7.8K shares worth $3M (+1.58% of its 13F portfolio) as of Q2 2023, down from 8.2K shares the prior filed quarter.

Position Value
$3M
Q2 2023
Shares
7.8K
% of Portfolio
+1.58%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20237.8K$3M+1.58%
Q1 20238.2K$2M+1.33%
Q4 20228.7K$2M+1.17%
Q3 20228.8K$2M+1.10%
Q2 20228.4K$2M+0.96%
Q1 20229.0K$3M+1.12%
Q4 20219.0K$3M+1.18%
Q3 20218.9K$2M+1.02%
Q2 20218.6K$2M+0.96%
Q1 20218.1K$2M+1.00%
Q4 20207.3K$2M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lumature Wealth Partners, LLC’s full portfolio or all institutional holders of MSFT.