Baldwin Investment Management, LLC
Position in MSFT — Microsoft Corp
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,566,937
+$4,360,952 QoQ
Shares Held
44,413
+34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#1,886
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Baldwin Investment Management, LLC holds $34,140,782 across 7 Software - Infrastructure names. MSFT ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
44,413 | $16,566,937 | |
| 2 | PANW |
Palo Alto Networks Inc
|
28,553 | $9,737,144 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,572 | $3,161,689 | |
| 4 | SNPS |
Synopsys Inc
|
5,468 | $2,439,110 | |
| 5 | ORCL |
Oracle Corp
|
11,520 | $1,688,256 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
2,308 | $303,340 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,094 | $244,306 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,566,937 | 44,413 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,205,985 | 32,974 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,674,607 | 32,411 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,930,749 | 32,688 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,279,234 | 32,728 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,376,608 | 32,970 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,952,695 | 30,730 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,568,718 | 40,829 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,800,230 | 39,826 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,615,494 | 39,493 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,851,323 | 39,494 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,075,543 | 38,244 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,896,930 | 37,872 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,032,376 | 38,267 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,222,517 | 38,456 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,910,986 | 38,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,966,031 | 38,804 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,379,571 | 40,153 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,975,777 | 41,555 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,879,263 | 42,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,395,408 | 42,065 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,125,614 | 42,947 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,562,058 | 42,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,575,574 | 40,772 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,792,912 | 28,465 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,445,844 | 28,190 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||