BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MSFT — Microsoft Corp
CIK 1654599
MORRISTOWN, NJ
Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$67,594,954
-$718,068 QoQ
Shares Held
181,210
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#899
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. MSFT ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,594,954 | 181,210 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $68,313,022 | 184,545 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $92,061,419 | 190,359 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $100,391,140 | 193,824 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $78,615,650 | 158,050 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $65,165,451 | 173,594 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $74,011,606 | 175,591 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $71,354,927 | 165,826 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,359,244 | 164,133 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $68,701,472 | 163,295 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $62,842,676 | 167,117 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $52,808,871 | 167,249 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $56,864,390 | 166,983 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $48,231,436 | 167,296 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $40,621,191 | 169,382 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $39,242,019 | 168,493 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $42,685,402 | 166,201 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $59,327,784 | 192,429 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $63,465,938 | 188,707 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $53,326,577 | 189,155 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $51,198,745 | 188,995 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $44,262,516 | 187,736 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $39,336,089 | 176,855 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $34,263,598 | 162,904 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $34,111,939 | 167,618 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $29,069,107 | 184,320 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||