Lipe & Dalton

Position in MSFT — Microsoft Corp

CIK 1570396 SYRACUSE, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,108,682

+$42,023 QoQ

Shares Held

5,653

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#4,417

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lipe & Dalton holds $4,644,665 across 3 Software - Infrastructure names. MSFT ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	5,653	$2,108,682
2	FFIV	F5, Inc.	4,580	$1,905,096
3	PANW	Palo Alto Networks Inc	1,850	$630,887

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,108,682	5,653	+1.3%	Shares	Sole	2026-07-14
2026-03-31	$2,066,659	5,583	-2.4%	Shares	Sole	2026-04-30
2025-12-31	$2,766,790	5,721	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$3,039,330	5,868	-1.8%	Shares	Sole	2026-01-26
2025-06-30	$2,973,516	5,978	0.0%	Shares	Sole	2025-08-01
2025-03-31	$2,244,081	5,978	-7.6%	Shares	Sole	2025-05-05
2024-12-31	$2,728,369	6,473	-6.6%	Shares	Sole	2025-02-03
2024-09-30	$2,983,269	6,933	0.0%	Shares	Sole	2024-11-04
2024-06-30	$3,098,704	6,933	-0.7%	Shares	Sole	2024-08-02
2024-03-31	$2,937,887	6,983	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$2,622,126	6,973	-1.8%	Shares	Sole	2024-01-30
2023-09-30	$2,242,772	7,103	-1.0%	Shares	Sole	2023-11-03
2023-06-30	$2,442,693	7,173	-2.0%	Shares	Sole	2023-07-26
2023-03-31	$2,111,220	7,323	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$1,755,002	7,318	-5.6%	Shares	Sole	2023-02-03
2022-09-30	$1,805,673	7,753	+2.6%	Shares	Sole	2022-11-07
2022-06-30	$1,939,836	7,553	+6.3%	Shares	Sole	2022-08-01
2022-03-31	$2,189,925	7,103	-4.5%	Shares	Sole	2022-04-26
2021-12-31	$2,500,202	7,434	-1.6%	Shares	Sole	2022-02-01
2021-09-30	$2,129,341	7,553	-0.7%	Shares	Sole	2021-11-01
2021-06-30	$2,059,652	7,603	-8.7%	Shares	Sole	2021-08-02
2021-03-31	$1,963,492	8,328	-2.3%	Shares	Sole	2021-04-30
2020-12-31	$1,896,797	8,528	-0.6%	Shares	Sole	2021-01-29
2020-09-30	$1,804,210	8,578	+0.6%	Shares	Sole	2020-10-30
2020-06-30	$1,735,533	8,528	-3.9%	Shares	Sole	2020-08-07
2020-03-31	$1,400,149	8,878	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.