Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$55,672,861
+$364,281 QoQ
Shares Held
149,249
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
#995
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $72,498,700 across 6 Software - Infrastructure names. MSFT ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
149,249 | $55,672,861 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
78,044 | $14,889,624 | |
| 3 | ORCL |
Oracle Corp
|
7,589 | $1,112,167 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,556 | $298,208 | |
| 5 | PANW |
Palo Alto Networks Inc
|
816 | $278,272 | |
| 6 | SNPS |
Synopsys Inc
|
555 | $247,568 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,672,861 | 149,249 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $55,308,580 | 149,414 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $72,872,345 | 150,681 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $80,386,875 | 155,202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $77,593,970 | 155,996 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $59,952,786 | 159,708 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $67,064,443 | 159,109 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $68,761,940 | 159,800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $71,860,621 | 160,780 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68,180,621 | 162,057 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,508,549 | 152,932 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $51,195,705 | 162,140 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $55,237,290 | 162,205 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $46,367,289 | 160,830 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $39,519,937 | 164,790 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $40,724,661 | 174,859 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $45,611,210 | 177,593 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $55,845,423 | 181,134 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $61,151,047 | 181,824 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $51,567,396 | 182,915 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $50,130,857 | 185,053 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $44,043,957 | 186,809 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $41,813,180 | 187,992 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $39,596,094 | 188,257 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $38,596,485 | 189,654 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $29,830,215 | 189,146 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||