West Branch Capital LLC

Position in MSFT — Microsoft Corp

CIK 1738723 AMHERST, MA

Position in MSFT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$20,526,917

+$204,214 QoQ

Shares Held

55,029

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.30%

of 13F equity value

Holder Rank

#1,678

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

West Branch Capital LLC holds $27,960,483 across 5 Software - Infrastructure names. MSFT ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	55,029	$20,526,917
2	ORCL	Oracle Corp	43,013	$6,303,555
3	PLTR	Palantir Technologies Inc.	9,521	$1,110,815
4	FFIV	F5, Inc.	32	$13,310
5	NET	Cloudflare, Inc.	24	$5,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,526,917	55,029	+0.2%	Shares	Sole	2026-07-10
2026-03-31	$20,322,703	54,901	-2.0%	Shares	Sole	2026-04-14
2025-12-31	$27,085,138	56,005	+0.6%	Shares	Sole	2026-01-16
2025-09-30	$28,825,989	55,654	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$27,553,032	55,393	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$20,899,462	55,674	+2.4%	Shares	Sole	2025-04-16
2024-12-31	$22,911,054	54,356	+1.8%	Shares	Sole	2025-01-17
2024-09-30	$22,981,892	53,409	+0.4%	Shares	Sole	2024-10-18
2024-06-30	$23,766,566	53,175	-0.9%	Shares	Sole	2024-07-26
2024-03-31	$22,567,000	53,639	+15.1%	Shares	Sole	2024-04-24
2023-12-31	$17,516,695	46,582	+6.1%	Shares	Sole	2024-01-19
2023-09-30	$13,858,583	43,891	-0.8%	Shares	Sole	2023-10-20
2023-06-30	$15,062,765	44,232	-1.3%	Shares	Sole	2023-08-07
2023-03-31	$12,918,146	44,808	+0.9%	Shares	Sole	2023-04-20
2022-12-31	$10,652,324	44,418	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$10,292,083	44,191	+0.0%	Shares	Sole	2022-10-19
2022-06-30	$11,348,290	44,186	-1.2%	Shares	Sole	2022-07-28
2022-03-31	$13,790,706	44,730	-1.8%	Shares	Sole	2022-05-03
2021-12-31	$15,317,021	45,543	+3.0%	Shares	Sole	2022-01-24
2021-09-30	$12,461,709	44,203	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$11,944,522	44,092	+0.4%	Shares	Sole	2021-08-17
2021-03-31	$10,357,847	43,932	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$9,937,725	44,680	+0.6%	Shares	Sole	2021-02-08
2020-09-30	$9,343,910	44,425	+3.1%	Shares	Sole	2020-10-13
2020-06-30	$8,770,466	43,096	+11.7%	Shares	Sole	2020-07-08
2020-03-31	$6,084,767	38,582	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.