Position in MSFT
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$6,056,721
+$337,431 QoQ
Shares Held
16,362
+38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Signature Wealth Management Group holds $7,968,341 across 3 Software - Infrastructure names. MSFT ranks #1 (76.0% of the industry book) .
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,056,721 | 16,362 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $5,719,290 | 11,826 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,997,861 | 11,580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,804,774 | 11,670 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,403,700 | 11,731 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,990,981 | 11,841 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,527,616 | 10,522 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,684,036 | 10,480 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,316,587 | 10,260 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,953,308 | 10,513 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $3,458,864 | 10,157 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,493,331 | 12,117 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,513,842 | 14,652 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,676,792 | 15,787 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,236,924 | 16,497 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,093,281 | 16,520 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,899,846 | 14,569 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,082,765 | 14,482 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,821,044 | 14,105 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,172,049 | 13,454 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,653,693 | 11,931 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,531,742 | 12,037 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,688,570 | 13,211 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,114,417 | 13,407 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||