Position in MSFT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,006,914
-$87,337 QoQ
Shares Held
8,061
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#3,967
of 6,179 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PRIVATE CLIENT SERVICES, LLC holds $5,244,080 across 4 Software - Infrastructure names. MSFT ranks #1 (57.3% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,006,914 | 8,061 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,094,251 | 8,359 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $3,442,407 | 7,118 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,760,317 | 7,260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,904,171 | 7,849 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,855,552 | 4,943 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,743,122 | 6,508 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,757,362 | 6,408 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $3,729,797 | 8,345 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,428,026 | 8,148 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,660,592 | 4,416 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||