MinichMacGregor Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 1744318 Saratoga Springs, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$15,465,409

+$6,021,262 QoQ

Shares Held

41,460

+62.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.69%

of 13F equity value

Holder Rank

#1,960

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MinichMacGregor Wealth Management, LLC holds $16,338,827 across 4 Software - Infrastructure names. MSFT ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	41,460	$15,465,409
2	ORCL	Oracle Corp	2,253	$330,177
3	PANW	Palo Alto Networks Inc	891	$303,848
4	NET	Cloudflare, Inc.	976	$239,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,465,409	41,460	+62.5%	Shares	Sole	2026-07-16
2026-03-31	$9,444,147	25,513	-0.1%	Shares	Sole	2026-04-20
2025-12-31	$12,346,334	25,529	+185.3%	Shares	Sole	2026-02-17
2025-09-30	$4,635,134	8,949	-1.3%	Shares	Sole	2025-10-28
2025-06-30	$4,510,016	9,067	-12.6%	Shares	Sole	2025-07-16
2025-03-31	$3,895,046	10,376	+2.7%	Shares	Sole	2025-04-22
2024-12-31	$4,259,257	10,105	+28.6%	Shares	Sole	2025-01-17
2024-09-30	$3,382,158	7,860	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$3,497,383	7,825	-0.0%	Shares	Sole	2024-07-25
2024-03-31	$3,292,554	7,826	-13.3%	Shares	Sole	2024-04-16
2023-12-31	$3,395,641	9,030	+19.9%	Shares	Sole	2024-02-08
2023-09-30	$2,377,281	7,529	-3.8%	Shares	Sole	2023-10-16
2023-06-30	$2,665,406	7,827	-6.2%	Shares	Sole	2023-07-13
2023-03-31	$2,404,998	8,342	+6.7%	Shares	Sole	2023-04-19
2022-12-31	$1,875,392	7,820	-0.7%	Shares	Sole	2023-01-09
2022-09-30	$1,833,621	7,873	+5.7%	Shares	Sole	2022-10-06
2022-06-30	$1,913,126	7,449	-1.4%	Shares	Sole	2022-07-13
2022-03-31	$2,330,206	7,558	-0.4%	Shares	Sole	2022-04-26
2021-12-31	$2,552,668	7,590	+28.9%	Shares	Sole	2022-01-18
2021-09-30	$1,660,226	5,889	-0.1%	Shares	Sole	2021-11-03
2021-06-30	$1,596,684	5,894	-5.3%	Shares	Sole	2021-08-02
2021-03-31	$1,467,668	6,225	-1.5%	Shares	Sole	2021-04-27
2020-12-31	$1,406,139	6,322	+1.2%	Shares	Sole	2021-01-19
2020-09-30	$1,313,931	6,247	+10.7%	Shares	Sole	2020-10-14
2020-06-30	$1,148,203	5,642	-8.5%	Shares	Sole	2020-08-05
2020-03-31	$972,597	6,167	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.