Carolina Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1786411 MYRTLE BEACH, SC

Position in MSFT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$68,262

+$521 QoQ

Shares Held

183

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,894

of 1,901 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $261,187 across 5 Software - Infrastructure names. MSFT ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOX	Amdocs Ltd	3,189	$161,172
2	MSFT	Microsoft Corp This page	183	$68,262
3	PLTR	Palantir Technologies Inc.	142	$16,567
4	INFQ	Infleqtion, Inc.	700	$9,324
5	ORCL	Oracle Corp	40	$5,862

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,262	183	0.0%	Shares	Sole	2026-07-09
2026-03-31	$67,741	183	-7.1%	Shares	Sole	2026-04-07
2025-12-31	$95,273	197	+7.7%	Shares	Sole	2026-01-21
2025-09-30	$94,784	183	0.0%	Shares	Sole	2025-10-07
2025-06-30	$91,026	183	+13.0%	Shares	Sole	2025-07-22
2025-03-31	$60,813	162	-18.6%	Shares	Sole	2025-04-24
2024-12-31	$83,878	199	-41.1%	Shares	Sole	2025-01-14
2024-09-30	$145,441	338	+10.1%	Shares	Sole	2024-10-21
2024-06-30	$137,213	307	0.0%	Shares	Sole	2024-07-12
2024-03-31	$129,161	307	+0.3%	Shares	Sole	2024-04-05
2023-12-31	$115,068	306	0.0%	Shares	Sole	2024-01-23
2023-09-30	$96,619	306	+1.0%	Shares	Sole	2023-10-17
2023-06-30	$103,183	303	+39.0%	Shares	Sole	2023-07-17
2023-03-31	$62,849	218	0.0%	Shares	Sole	2023-04-14
2022-12-31	$52,280	218	-18.7%	Shares	Sole	2023-01-10
2022-09-30	$62,417	268	-2.9%	Shares	Sole	2022-10-14
2022-06-30	$70,885	276	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$87,560	284	-2.4%	Shares	Sole	2022-04-18
2021-12-31	$97,869	291	0.0%	Shares	Sole	2022-01-24
2021-09-30	$82,038	291	-12.6%	Shares	Sole	2021-10-22
2021-06-30	$90,209	333	-10.7%	Shares	Sole	2021-07-22
2021-03-31	$87,942	373	+19.2%	Shares	Sole	2021-04-09
2020-12-31	$69,617	313	-8.2%	Shares	Sole	2021-01-29
2020-09-30	$71,722	341	+20.1%	Shares	Sole	2020-10-19
2020-06-30	$57,796	284	0.0%	Shares	Sole	2020-07-31
2020-03-31	$44,789	284	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.