Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,904,027
-$149,704 QoQ
Shares Held
10,466
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.98%
of 13F equity value
Holder Rank
#3,673
of 6,194 holders
Holding Since
Mar 2020
26 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, 2026ACCESS FINANCIAL SERVICES, INC. holds $6,300,652 across 2 Software - Infrastructure names. MSFT ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,466 | $3,904,027 | |
| 2 | FTNT |
Fortinet, Inc.
|
15,601 | $2,396,625 |
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,904,027 | 10,466 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,053,731 | 10,951 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,095,903 | 10,537 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,501,664 | 10,622 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,449,126 | 10,955 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,120,280 | 10,976 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,363,368 | 10,352 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,499,647 | 10,457 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,686,270 | 10,485 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,420,084 | 10,506 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,957,444 | 10,524 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,530,400 | 11,181 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,750,707 | 11,014 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,411,453 | 11,833 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,940,912 | 12,263 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,460,122 | 10,563 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,696,458 | 10,499 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,275,485 | 10,624 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,059,839 | 9,098 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,720,246 | 9,649 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,630,709 | 9,711 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,366,895 | 10,039 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,267,794 | 10,196 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,328,984 | 11,073 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,329,578 | 11,447 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,805,306 | 11,447 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||