Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,334,252
-$90,788 QoQ
Shares Held
16,981
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#3,000
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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. MSFT ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,334,252 | 16,981 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,425,040 | 17,357 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,257,811 | 17,075 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,084,325 | 17,539 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,823,555 | 17,739 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,685,695 | 17,810 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,635,472 | 18,115 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,049,191 | 18,706 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,462,998 | 18,935 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,026,075 | 19,077 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,117,685 | 18,928 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,919,996 | 18,749 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,873,293 | 17,247 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,868,522 | 16,887 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,153,922 | 17,321 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,085,298 | 17,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,468,585 | 17,399 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,570,545 | 18,068 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,291,201 | 18,706 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,184,820 | 14,844 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,200,304 | 15,505 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,803,441 | 16,132 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,520,908 | 15,830 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,428,589 | 16,301 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,520,112 | 17,297 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,742,576 | 17,390 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||