Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$330,959,383
+$4,623,804 QoQ
Shares Held
887,243
+0.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
#400
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. MSFT ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,959,383 | 887,243 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $326,335,579 | 881,583 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $429,193,405 | 887,460 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $463,455,444 | 894,788 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $446,682,138 | 898,016 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $339,497,460 | 904,386 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $381,728,103 | 905,642 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $391,371,189 | 909,531 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $407,221,508 | 911,112 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $382,705,844 | 909,645 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $340,240,239 | 904,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,814,374 | 905,192 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $311,406,462 | 914,449 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $264,544,080 | 917,600 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $220,282,344 | 918,532 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $214,639,009 | 921,593 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $236,002,114 | 918,904 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $281,350,448 | 912,557 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $302,976,226 | 900,857 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $255,840,426 | 907,493 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $246,294,965 | 909,173 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $213,700,277 | 906,393 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $203,507,182 | 914,968 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $193,791,541 | 921,369 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $190,784,519 | 937,470 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $147,050,223 | 932,409 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||