Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,850,539
+$127,797 QoQ
Shares Held
34,450
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.12%
of 13F equity value
Holder Rank
#2,161
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2020CallValue
$438,598
CallShares
2,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Abbot Financial Management, Inc. holds $19,035,304 across 5 Software - Infrastructure names. MSFT ranks #1 (67.5% of the industry book) .
All Filings in MSFT
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,850,539 | 34,450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,722,742 | 34,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,201,270 | 33,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,568,864 | 33,920 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,988,043 | 34,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,961,841 | 34,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,686,746 | 34,844 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,945,179 | 34,732 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,318,317 | 34,273 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,742,449 | 35,041 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,603,623 | 36,176 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,409,310 | 36,134 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,538,342 | 36,819 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,760,220 | 37,323 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,174,074 | 38,254 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,749,121 | 37,566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,875,980 | 42,347 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $13,041,204 | 42,299 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,668,260 | 43,614 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,655,670 | 44,891 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,454,356 | 45,974 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,869,468 | 46,102 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $438,598 | 2,300 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $10,447,512 | 46,972 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $134,198 | 800 | Call | Sole | 2020-10-26 | |
| 2020-09-30 | $10,047,464 | 47,770 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,849,273 | 48,397 | Shares | Sole | 2020-07-22 | |
| 2020-06-30 | $187,159 | 1,000 | Call | Sole | 2020-07-22 | |
| 2020-03-31 | $252,336 | 1,600 | Call | Sole | 2020-05-12 | |
| 2020-03-31 | $7,650,512 | 48,510 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||