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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in MSFT — Microsoft Corp

CIK 1794153 MINNEAPOLIS, MN
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$5,740,777
+$37,938 QoQ
Shares Held
15,390
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#3,153
of 6,233 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)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $15,408,665 across 6 Software - Infrastructure names. MSFT ranks #2 (37.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
 18,159 $6,192,582
2 MSFT
Microsoft Corp
This page 		15,390 $5,740,777
3 INFQ
Infleqtion, Inc.
 127,704 $1,701,017
4 ORCL
Oracle Corp
 5,758 $843,834
5 PLTR
Palantir Technologies Inc.
 5,529 $645,068
6 LSAK
Lesaka Technologies Inc
 57,422 $285,387

All Filings in MSFT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,740,777 15,390
2026-03-31 $5,702,839 15,406
2025-12-31 $7,078,262 14,636
2025-09-30 $7,488,003 14,457
2025-06-30 $7,181,605 14,438
2025-03-31 $5,467,930 14,566
2024-12-31 $6,177,925 14,657
2024-09-30 $6,643,832 15,440
2024-06-30 $6,976,442 15,609
2024-03-31 $6,567,859 15,611
2023-12-31 $5,981,292 15,906
2023-09-30 $4,980,324 15,773
2023-06-30 $5,360,780 15,742
2023-03-31 $4,601,844 15,962
2022-12-31 $2,908,297 12,127
2022-09-30 $2,902,166 12,461
2022-06-30 $3,218,336 12,531
2022-03-31 $3,875,456 12,570
2021-12-31 $4,161,623 12,374
2021-09-30 $3,476,637 12,332
2021-06-30 $3,130,249 11,555
2021-03-31 $2,580,266 10,944
2020-12-31 $2,426,157 10,908
2020-09-30 $2,259,785 10,744
2020-06-30 $1,826,705 8,976
2020-03-31 $2,199,423 13,946