Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,463,424
+$59,911 QoQ
Shares Held
6,604
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#4,216
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $2,636,969 across 5 Software - Infrastructure names. MSFT ranks #1 (93.4% of the industry book) .
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,463,424 | 6,604 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,403,513 | 6,493 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,084,528 | 6,378 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,305,038 | 6,381 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,218,740 | 6,471 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,312,777 | 6,161 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,518,462 | 5,975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,477,237 | 5,757 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,426,938 | 5,430 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,295,869 | 5,457 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,090,782 | 5,560 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,749,886 | 5,542 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,792,087 | 8,199 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,678,770 | 5,823 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,282,557 | 5,348 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,540,400 | 6,614 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,498,346 | 5,834 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,657,782 | 5,377 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,253,344 | 6,700 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,764,819 | 6,260 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,579,617 | 5,831 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,117,785 | 4,741 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,041,815 | 4,684 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $990,864 | 4,711 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $976,644 | 4,799 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,024,326 | 6,495 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||