LVM CAPITAL MANAGEMENT LTD/MI

Position in MSFT — Microsoft Corp

CIK 1053054 PORTAGE, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$62,945,259

+$193,301 QoQ

Shares Held

168,745

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

6.04%

of 13F equity value

Holder Rank

#936

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LVM CAPITAL MANAGEMENT LTD/MI holds $98,140,219 across 4 Software - Infrastructure names. MSFT ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	168,745	$62,945,259
2	PANW	Palo Alto Networks Inc	56,112	$19,135,314
3	FTNT	Fortinet, Inc.	99,761	$15,325,284
4	ORCL	Oracle Corp	5,011	$734,362

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,945,259	168,745	-0.5%	Shares	Sole	2026-07-09
2026-03-31	$62,751,958	169,522	+0.6%	Shares	Sole	2026-04-02
2025-12-31	$81,524,307	168,571	-0.1%	Shares	Sole	2026-01-12
2025-09-30	$87,440,319	168,820	-3.5%	Shares	Sole	2025-10-09
2025-06-30	$87,001,983	174,910	-1.7%	Shares	Sole	2025-07-02
2025-03-31	$66,768,742	177,865	-0.2%	Shares	Sole	2025-04-08
2024-12-31	$75,091,068	178,152	-1.0%	Shares	Sole	2025-01-10
2024-09-30	$77,454,430	180,001	0.0%	Shares	Sole	2024-10-03
2024-06-30	$80,451,446	180,001	-2.1%	Shares	Sole	2024-07-16
2024-03-31	$77,335,488	183,817	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$69,294,771	184,275	-0.9%	Shares	Sole	2024-01-12
2023-09-30	$58,686,242	185,863	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$63,445,326	186,308	-1.6%	Shares	Sole	2023-07-07
2023-03-31	$54,566,252	189,269	+0.0%	Shares	Sole	2023-04-17
2022-12-31	$45,387,853	189,258	+3.4%	Shares	Sole	2023-01-03
2022-09-30	$42,615,576	182,978	+0.6%	Shares	Sole	2022-10-05
2022-06-30	$46,723,797	181,925	+0.9%	Shares	Sole	2022-07-14
2022-03-31	$55,602,166	180,345	+1.5%	Shares	Sole	2022-04-13
2021-12-31	$59,779,871	177,747	-0.4%	Shares	Sole	2022-01-04
2021-09-30	$50,317,927	178,483	-0.8%	Shares	Sole	2021-10-05
2021-06-30	$48,750,893	179,959	+0.3%	Shares	Sole	2021-07-08
2021-03-31	$42,313,406	179,469	-1.9%	Shares	Sole	2021-04-06
2020-12-31	$40,673,722	182,869	-2.5%	Shares	Sole	2021-01-11
2020-09-30	$39,452,229	187,573	-0.6%	Shares	Sole	2020-10-05
2020-06-30	$38,387,684	188,628	-2.9%	Shares	Sole	2020-07-13
2020-03-31	$30,637,375	194,264	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.