Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$62,724,431
-$17,061,269 QoQ
Shares Held
168,153
-22.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.04%
of 13F equity value
Holder Rank
#937
of 6,189 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wilkinson Global Asset Management LLC holds $63,070,101 across 2 Software - Infrastructure names. MSFT ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
168,153 | $62,724,431 | |
| 2 | WEX |
WEX Inc.
|
2,450 | $345,670 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,724,431 | 168,153 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $79,785,700 | 215,538 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,653,706 | 228,803 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $126,793,641 | 244,799 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $126,613,725 | 254,546 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $101,924,390 | 271,516 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $116,127,886 | 275,511 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $119,458,164 | 277,616 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $131,924,443 | 295,166 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $126,412,896 | 300,468 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $118,735,757 | 315,753 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $100,190,316 | 317,309 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $108,795,037 | 319,478 | Shares | Other | 2023-07-28 | |
| 2023-03-31 | $93,894,697 | 325,684 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $79,838,235 | 332,909 | Shares | Other | 2023-01-31 | |
| 2022-09-30 | $78,681,072 | 337,832 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $88,817,463 | 345,822 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $110,864,884 | 359,589 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $132,506,380 | 393,989 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $120,074,801 | 425,918 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $117,917,622 | 435,281 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $102,078,742 | 432,959 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||