Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,577,928
-$296,043 QoQ
Shares Held
36,400
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#2,100
of 6,189 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IPG Investment Advisors LLC holds $23,150,035 across 3 Software - Infrastructure names. MSFT ranks #1 (58.7% of the industry book) .
All Filings in MSFT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,577,928 | 36,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,873,971 | 37,480 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,798,078 | 43,005 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,161,398 | 35,064 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,017,048 | 18,128 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,868,096 | 15,632 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,419,664 | 17,603 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,995,438 | 23,229 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,550,630 | 30,318 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,569,061 | 32,252 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,087,210 | 37,462 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,160,815 | 35,347 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,662,132 | 34,246 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,427,410 | 32,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,358,926 | 34,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,645,480 | 37,121 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,253,328 | 36,029 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $12,613,887 | 40,913 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,500,246 | 31,221 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $7,931,067 | 33,639 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,588,748 | 38,615 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,585,341 | 36,064 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,334,045 | 31,124 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,029,253 | 38,230 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||