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JACOBSON & SCHMITT ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1632096 MIDDLETON, WI

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$12,595,393
-$3,402,984 QoQ
Shares Held
33,766
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#2,186
of 6,194 holders
Holding Since
Jun 2021
15 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, 2026

JACOBSON & SCHMITT ADVISORS, LLC holds $12,595,393 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
33,766 $12,595,393

All Filings in MSFT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,595,393 33,766
2026-03-31 $15,998,377 43,219
2025-12-31 $18,766,874 38,805
2025-09-30 $20,835,056 40,226
2025-06-30 $19,140,336 38,480
2025-03-31 $14,366,926 38,272
2024-12-31 $8,813,986 20,911
2024-09-30 $421,694 980
2024-06-30 $443,821 993
2023-12-31 $205,693 547
2023-09-30 $237,128 751
2022-03-31 $753,817 2,445
2021-12-31 $300,333 893
2021-09-30 $251,754 893
2021-06-30 $241,913 893