Forvis Mazars Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1352864 Springfield, MO

Position in MSFT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$27,843,331

+$641,019 QoQ

Shares Held

74,643

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

#1,446

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $37,735,085 across 6 Software - Infrastructure names. MSFT ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	74,643	$27,843,331
2	ORCL	Oracle Corp	50,249	$7,363,990
3	PANW	Palo Alto Networks Inc	2,652	$904,385
4	CRWD	CrowdStrike Holdings, Inc.	4,252	$811,217
5	NTAP	NetApp, Inc.	2,942	$455,303
6	FTNT	Fortinet, Inc.	2,323	$356,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,843,331	74,643	+1.6%	Shares	Sole	2026-08-10
2026-03-31	$27,202,312	73,486	+1.8%	Shares	Sole	2026-05-01
2025-12-31	$34,899,470	72,163	+4.9%	Shares	Sole	2026-02-10
2025-09-30	$35,614,242	68,760	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$33,235,443	66,817	-0.4%	Shares	Sole	2025-07-29
2025-03-31	$25,185,290	67,091	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$28,563,790	67,767	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$29,286,218	68,060	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$30,840,443	69,002	-2.0%	Shares	Sole	2024-08-09
2024-03-31	$29,635,096	70,439	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$26,272,410	69,866	+3.1%	Shares	Sole	2024-01-11
2023-09-30	$21,393,641	67,755	-4.1%	Shares	Sole	2023-10-26
2023-06-30	$24,051,999	70,629	+6.1%	Shares	Sole	2023-08-08
2023-03-31	$19,186,076	66,549	+3.1%	Shares	Sole	2023-04-27
2022-12-31	$15,479,421	64,546	-1.5%	Shares	Sole	2023-02-03
2022-09-30	$15,255,881	65,504	-1.3%	Shares	Sole	2022-10-14
2022-06-30	$17,052,227	66,395	+19.7%	Shares	Sole	2022-07-22
2022-03-31	$17,098,872	55,460	+6.3%	Shares	Sole	2022-05-10
2021-12-31	$17,539,424	52,151	+0.4%	Shares	Sole	2022-01-14
2021-09-30	$14,646,025	51,951	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$14,043,185	51,839	-7.0%	Shares	Sole	2021-07-14
2021-03-31	$13,140,405	55,734	-30.2%	Shares	Sole	2021-04-23
2020-12-31	$17,749,783	79,803	+7.2%	Shares	Sole	2021-01-22
2020-09-30	$15,650,865	74,411	+0.4%	Shares	Sole	2020-11-05
2020-06-30	$15,076,020	74,080	-0.8%	Shares	Sole	2020-07-15
2020-03-31	$11,775,732	74,667	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.