Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,167,885
+$280,332 QoQ
Shares Held
16,535
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#3,045
of 6,194 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $11,581,620 across 4 Software - Infrastructure names. MSFT ranks #1 (53.3% of the industry book) .
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,167,885 | 16,535 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,887,553 | 15,905 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,342,802 | 15,183 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $8,342,620 | 16,107 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,053,565 | 16,191 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,318,939 | 16,833 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,063,497 | 16,758 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $7,081,877 | 16,458 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,422,498 | 16,607 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,515,269 | 15,486 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,403,585 | 17,029 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $5,913,817 | 17,366 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,679,109 | 16,230 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,209,560 | 17,553 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,744,566 | 16,078 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,455,486 | 17,348 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,150,626 | 16,706 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,514,975 | 16,398 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,517,768 | 16,025 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $3,534,385 | 16,804 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,341,837 | 16,421 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $2,703,307 | 17,141 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||