Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$33,163,716
+$50,899 QoQ
Shares Held
88,906
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
8.27%
of 13F equity value
Holder Rank
#1,304
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,073,650 across 5 Software - Infrastructure names. MSFT ranks #1 (89.5% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,163,716 | 88,906 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,112,817 | 89,453 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $41,273,098 | 85,342 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $44,755,023 | 86,408 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $42,068,948 | 84,576 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $32,297,054 | 86,036 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $36,018,861 | 85,454 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $37,268,283 | 86,610 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $38,809,562 | 86,832 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $36,361,146 | 86,426 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $33,063,693 | 87,926 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,666,626 | 90,789 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $30,807,291 | 90,466 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $26,642,091 | 92,411 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,854,366 | 95,298 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $22,405,911 | 96,204 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $25,449,027 | 99,089 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $31,172,299 | 101,107 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $34,178,520 | 101,625 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $29,531,683 | 104,752 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $28,849,224 | 106,494 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $25,221,967 | 106,977 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $24,157,481 | 108,612 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $22,746,348 | 108,146 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $22,168,344 | 108,930 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $17,314,192 | 109,785 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||