Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,014,507
+$47,566 QoQ
Shares Held
13,443
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#3,342
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026Wharton Business Group, LLC holds $6,448,503 across 3 Software - Infrastructure names. MSFT ranks #1 (77.8% of the industry book) .
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,014,507 | 13,443 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,966,941 | 13,418 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,249,589 | 17,058 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,023,206 | 17,421 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,824,550 | 17,741 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,567,448 | 17,495 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,425,144 | 17,616 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,813,387 | 18,158 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,041,971 | 17,993 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,796,783 | 18,532 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,239,522 | 19,252 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,149,547 | 19,476 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,640,870 | 19,501 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,793,212 | 23,563 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,640,566 | 23,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,350,877 | 22,975 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,799,221 | 22,580 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,056,900 | 16,402 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $5,637,395 | 16,762 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $6,074,119 | 22,422 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,929,479 | 20,908 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,413,480 | 19,843 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,506,951 | 21,428 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,096,907 | 25,045 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,633,362 | 29,379 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||