Foster Victor Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1769063 GREENVILLE, SC

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$28,064,159

+$134,833 QoQ

Shares Held

75,235

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#1,415

of 6,092 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2021

CallValue

$81,270

CallShares

300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $30,509,182 across 5 Software - Infrastructure names. MSFT ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	75,235	$28,064,159
2	ORCL	Oracle Corp	9,987	$1,463,594
3	PLTR	Palantir Technologies Inc.	6,342	$739,921
4	FTNT	Fortinet, Inc.	1,426	$219,062
5	LIDR	AEye, Inc.	15,588	$22,446

All Filings in MSFT

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,064,159	75,235	-0.3%	Shares	Sole	2026-07-22
2026-03-31	$27,929,326	75,450	+4.1%	Shares	Sole	2026-04-20
2025-12-31	$35,036,334	72,446	+3.1%	Shares	Sole	2026-01-26
2025-09-30	$36,406,187	70,289	+1.4%	Shares	Sole	2025-10-10
2025-06-30	$34,473,497	69,306	+5.9%	Shares	Sole	2025-07-15
2025-03-31	$24,570,401	65,453	+13.8%	Shares	Sole	2025-04-17
2024-12-31	$24,243,415	57,517	+5.0%	Shares	Sole	2025-01-23
2024-09-30	$23,577,427	54,793	+21.8%	Shares	Sole	2024-10-15
2024-06-30	$20,111,856	44,998	+3.1%	Shares	Sole	2024-07-18
2024-03-31	$18,361,903	43,644	+2.8%	Shares	Sole	2024-04-26
2023-12-31	$15,965,906	42,458	-6.3%	Shares	Sole	2024-01-19
2023-09-30	$14,301,896	45,295	-2.6%	Shares	Sole	2023-10-16
2023-06-30	$15,838,855	46,511	-1.9%	Shares	Sole	2023-07-17
2023-03-31	$13,672,050	47,423	+3.7%	Shares	Sole	2023-04-20
2022-12-31	$10,971,045	45,747	+4.5%	Shares	Sole	2023-01-27
2022-09-30	$10,193,334	43,767	+5.2%	Shares	Sole	2022-10-24
2022-06-30	$10,684,898	41,603	+3.5%	Shares	Sole	2022-07-19
2022-03-31	$12,397,761	40,212	-2.4%	Shares	Sole	2022-04-14
2021-12-31	$13,854,366	41,194	+6.9%	Shares	Sole	2022-01-19
2021-09-30	$10,866,888	38,546	+7.2%	Shares	Sole	2021-10-08
2021-06-30	$9,744,543	35,971	+6.5%	Shares	Sole	2021-07-29
2021-06-30	$81,270	300	0.0%	Call	Sole	2021-07-29
2021-03-31	$7,961,245	33,767	+22.0%	Shares	Sole	2021-04-23
2021-03-31	$70,731	300	0.0%	Call	Sole	2021-04-23
2020-12-31	$6,157,475	27,684	+16.9%	Shares	Sole	2021-02-08
2020-12-31	$66,726	300	+200.0%	Call	Sole	2021-02-08
2020-09-30	$4,979,142	23,673	+16.3%	Shares	Sole	2020-10-26
2020-09-30	$21,033	100	-99.0%	Call	Sole	2020-10-26
2020-06-30	$11,000	10,000	+9900.0%	Call	Sole	2020-08-03
2020-06-30	$4,142,649	20,356	+18.0%	Shares	Sole	2020-08-03
2020-03-31	$2,720,970	17,253	—	Shares	Sole	2020-04-29
2020-03-31	$15,771	100	—	Call	Sole	2020-04-29
No filing history on record for this holder in this stock.