Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,293,619
+$355,268 QoQ
Shares Held
32,957
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Towne Trust Company, N.A holds $18,340,917 across 7 Software - Infrastructure names. MSFT ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,957 | $12,293,619 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
50,091 | $5,844,116 | |
| 3 | ORCL |
Oracle Corp
|
1,218 | $178,497 | |
| 4 | VRSN |
Verisign Inc/Ca
|
75 | $18,867 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
28 | $5,341 | |
| 6 | TLS |
Telos Corp
|
100 | $460 | |
| 7 | LIDR |
AEye, Inc.
|
1,000 | $17 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,293,619 | 32,957 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,938,351 | 32,251 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,378,758 | 33,867 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,755,325 | 34,280 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $17,353,639 | 34,888 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,666,447 | 36,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,718,577 | 37,292 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $16,552,349 | 38,467 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,636,646 | 39,460 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,828,430 | 42,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,250,192 | 43,214 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,099,500 | 44,654 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,730,223 | 46,192 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,641,202 | 47,316 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,390,490 | 47,496 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,061,818 | 47,496 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,243,342 | 47,671 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $15,267,819 | 49,521 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $17,188,306 | 51,107 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,601,200 | 51,792 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,558,707 | 53,742 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,119,893 | 55,647 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,590,528 | 56,607 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,207,973 | 58,042 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $13,048,654 | 64,118 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $10,177,341 | 64,532 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||