Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$43,404,980
-$791,096 QoQ
Shares Held
116,361
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.98%
of 13F equity value
Holder Rank
#1,136
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $56,953,751 across 5 Software - Infrastructure names. MSFT ranks #1 (76.2% 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 | $43,404,980 | 116,361 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $44,196,076 | 119,394 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $56,801,652 | 117,451 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $60,772,627 | 117,333 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $58,847,084 | 118,307 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $45,916,203 | 122,316 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $50,417,301 | 119,614 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $51,367,492 | 119,376 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $53,879,822 | 120,550 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $51,117,059 | 121,499 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $47,546,873 | 126,441 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $42,695,715 | 135,220 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $45,868,694 | 134,694 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $37,856,384 | 131,309 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $30,954,526 | 129,074 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $29,571,778 | 126,972 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $32,470,503 | 126,428 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $37,743,001 | 122,419 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $41,817,692 | 124,339 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $34,575,232 | 122,642 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $32,605,253 | 120,359 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $28,655,957 | 121,542 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $26,635,239 | 119,752 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $24,037,353 | 114,284 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $23,121,788 | 113,615 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,824,699 | 113,022 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||