Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,554,467
-$54,576 QoQ
Shares Held
22,933
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#2,597
of 6,189 holders
Holding Since
Mar 2020
23 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, 2026GRAYBILL WEALTH MANAGEMENT, LTD. holds $16,054,687 across 2 Software - Infrastructure names. MSFT ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,933 | $8,554,467 | |
| 2 | SNPS |
Synopsys Inc
|
16,814 | $7,500,220 |
All Filings in MSFT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,554,467 | 22,933 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $8,609,043 | 23,257 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,259,872 | 19,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,689,808 | 18,708 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,509,484 | 19,118 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,848,615 | 18,244 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $7,135,664 | 16,583 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,255,786 | 16,234 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,018,820 | 14,306 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,402,942 | 14,368 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,633,947 | 14,676 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,059,062 | 14,856 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,388,502 | 15,222 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,254,357 | 13,570 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,216,116 | 13,809 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,530,385 | 13,746 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,132,278 | 13,403 | Shares | Sole | 2022-05-12 | |
| 2021-06-30 | $567,264 | 2,094 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $506,669 | 2,149 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $414,146 | 1,862 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $391,634 | 1,862 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $342,303 | 1,682 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $266,845 | 1,692 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||