CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in MSFT — Microsoft Corp

CIK 1766904 RICHMOND, VA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,061,084

+$1,012,658 QoQ

Shares Held

26,972

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.11%

of 13F equity value

Holder Rank

#2,400

of 6,179 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $12,795,960 across 15 Software - Infrastructure names. MSFT ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	26,972	$10,061,084
2	ORCL	Oracle Corp	5,788	$848,226
3	PANW	Palo Alto Networks Inc	1,419	$483,903
4	PLTR	Palantir Technologies Inc.	2,270	$264,837
5	FTNT	Fortinet, Inc.	1,578	$242,410
6	SNPS	Synopsys Inc	463	$206,525
7	TWLO	Twilio Inc	794	$163,824
8	VRSN	Verisign Inc/Ca	502	$126,280

All Filings in MSFT

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,061,084	26,972	+10.3%	Shares	Other	2026-07-17
2026-03-31	$9,048,426	24,444	+1.1%	Shares	Other	2026-04-29
2025-12-31	$11,696,822	24,186	+8.1%	Shares	Other	2026-02-09
2025-09-30	$11,587,052	22,371	+11.4%	Shares	Other	2025-11-10
2025-06-30	$9,992,459	20,089	+16.5%	Shares	Other	2025-08-13
2025-03-31	$6,471,337	17,239	+15.3%	Shares	Other	2025-05-09
2024-12-31	$6,300,577	14,948	-92.3%	Shares	Other	2025-02-14
2024-09-30	$83,571,998	194,218	+1.0%	Shares	Defined	2024-10-30
2024-06-30	$85,931,940	192,263	+1.1%	Shares	Other	2024-07-22
2024-03-31	$80,027,246	190,215	+0.8%	Shares	Defined	2024-04-30
2023-12-31	$70,951,971	188,682	+6.0%	Shares	Defined	2024-02-07
2023-09-30	$56,203,182	177,999	+20.6%	Shares	Defined	2023-11-13
2023-06-30	$50,252,466	147,567	+2.4%	Shares	Defined	2023-08-10
2023-03-31	$41,527,885	144,044	-1.1%	Shares	Defined	2023-05-12
2022-12-31	$34,917,312	145,598	-3.3%	Shares	Defined	2023-02-14
2022-09-30	$35,068,218	150,572	+7.3%	Shares	Sole	2022-11-14
2022-06-30	$36,044,292	140,343	+381.5%	Shares	Sole	2022-08-15
2022-03-31	$8,986,003	29,146	-11.2%	Shares	Sole	2022-05-16
2021-12-31	$11,033,313	32,806	+6.2%	Shares	Sole	2022-02-14
2021-09-30	$8,707,944	30,888	-5.0%	Shares	Sole	2021-11-15
2021-06-30	$8,809,126	32,518	+60.3%	Shares	Sole	2021-08-16
2021-03-31	$4,781,887	20,282	-58.1%	Shares	Sole	2021-05-17
2020-12-31	$10,760,902	48,381	+6.4%	Shares	Sole	2021-02-12
2020-09-30	$9,567,701	45,489	+435.9%	Shares	Sole	2020-11-12
2020-06-30	$1,727,596	8,489	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.