Obermeyer Wealth Partners

Position in MSFT — Microsoft Corp

CIK 1349654 ASPEN, CO

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$75,151,593

+$161,444 QoQ

Shares Held

201,468

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.39%

of 13F equity value

Holder Rank

#851

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $78,623,463 across 5 Software - Infrastructure names. MSFT ranks #1 (95.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	201,468	$75,151,593
2	PANW	Palo Alto Networks Inc	4,277	$1,458,542
3	ORCL	Oracle Corp	7,002	$1,026,143
4	NN	Nextnav Inc.	32,300	$575,909
5	SNPS	Synopsys Inc	922	$411,276

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,151,593	201,468	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$74,990,149	202,583	-0.0%	Shares	Sole	2026-04-21
2025-12-31	$97,989,149	202,616	-3.5%	Shares	Sole	2026-01-29
2025-09-30	$108,746,192	209,955	-1.3%	Shares	Sole	2025-10-27
2025-06-30	$105,765,780	212,633	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$79,791,772	212,557	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$90,976,138	215,839	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$93,235,682	216,676	-2.2%	Shares	Sole	2024-11-05
2024-06-30	$98,972,161	221,439	+0.6%	Shares	Sole	2024-08-01
2024-03-31	$92,596,264	220,090	+1.4%	Shares	Sole	2024-05-07
2023-12-31	$81,584,510	216,957	-2.4%	Shares	Sole	2024-01-31
2023-09-30	$70,156,176	222,189	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$76,959,315	225,992	-2.9%	Shares	Sole	2023-08-07
2023-03-31	$67,071,841	232,646	-5.6%	Shares	Sole	2023-05-09
2022-12-31	$59,118,507	246,512	-2.7%	Shares	Sole	2023-02-08
2022-09-30	$59,007,311	253,359	-1.6%	Shares	Sole	2022-12-09
2022-06-30	$66,104,189	257,385	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$79,789,703	258,797	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$87,738,488	260,878	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$73,444,952	260,517	+0.4%	Shares	Sole	2021-10-19
2021-06-30	$70,296,653	259,493	+1.0%	Shares	Sole	2021-07-29
2021-03-31	$60,599,491	257,028	+0.5%	Shares	Sole	2021-05-10
2020-12-31	$56,911,050	255,872	-1.3%	Shares	Sole	2021-02-03
2020-09-30	$54,547,192	259,341	-0.5%	Shares	Sole	2020-10-22
2020-06-30	$53,031,653	260,585	-0.6%	Shares	Sole	2020-07-20
2020-03-31	$41,363,547	262,276	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.