Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$66,196,501
+$1,679,943 QoQ
Shares Held
177,461
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#911
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. MSFT ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
177,461 | $66,196,501 | |
| 2 | ORCL |
Oracle Corp
|
13,047 | $1,912,036 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
28,160 | $1,343,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,270 | $774,114 | |
| 5 | FFIV |
F5, Inc.
|
1,423 | $591,910 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
4,345 | $571,063 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,319 | $503,897 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,567 | $240,721 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,196,501 | 177,461 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $64,516,558 | 174,289 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $83,383,341 | 172,415 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $90,494,152 | 174,716 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $82,157,209 | 165,170 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $63,191,650 | 168,336 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $71,049,304 | 168,563 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $72,357,095 | 168,155 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $76,141,954 | 170,359 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $72,077,749 | 171,320 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $63,520,676 | 168,920 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $53,022,634 | 167,926 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $57,279,508 | 168,202 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $48,869,443 | 169,509 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $39,722,825 | 165,636 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $37,117,272 | 159,370 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $40,526,489 | 157,795 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $47,773,250 | 154,952 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $51,610,993 | 153,458 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $42,725,821 | 151,553 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $40,956,828 | 151,188 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $36,164,760 | 153,390 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $32,700,633 | 147,022 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $30,421,079 | 144,635 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,906,907 | 156,783 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $24,916,759 | 157,991 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||