Powell Investment Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1802195 MIAMI, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,555,120

-$678,485 QoQ

Shares Held

4,169

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#4,808

of 6,222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $2,854,010 across 3 Software - Infrastructure names. MSFT ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,169	$1,555,120
2	NET	Cloudflare, Inc.	3,583	$878,838
3	XYZ	Block, Inc.	5,527	$420,052

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,555,120	4,169	-30.9%	Shares	Sole	2026-07-29
2026-03-31	$2,233,605	6,034	+48.7%	Shares	Sole	2026-04-23
2025-12-31	$1,962,046	4,057	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$2,100,805	4,056	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,017,494	4,056	+5.8%	Shares	Sole	2025-07-22
2025-03-31	$1,439,620	3,835	+9.0%	Shares	Sole	2025-05-09
2024-12-31	$1,483,258	3,519	+0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,513,795	3,518	-11.1%	Shares	Sole	2024-11-01
2024-06-30	$1,768,581	3,957	-4.0%	Shares	Sole	2024-07-31
2024-03-31	$1,735,049	4,124	+0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,550,412	4,123	+1.4%	Shares	Sole	2024-02-01
2023-09-30	$1,284,155	4,067	+25.6%	Shares	Sole	2023-10-16
2023-06-30	$1,102,668	3,238	0.0%	Shares	Sole	2023-08-03
2023-03-31	$933,515	3,238	+24.3%	Shares	Sole	2023-05-10
2022-12-31	$624,491	2,604	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$600,882	2,580	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$662,364	2,579	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$794,823	2,578	+16.2%	Shares	Sole	2022-05-09
2021-12-31	$746,294	2,219	-2.2%	Shares	Sole	2022-01-14
2021-09-30	$639,676	2,269	+0.0%	Shares	Sole	2021-10-13
2021-06-30	$614,401	2,268	+2.3%	Shares	Sole	2021-07-14
2021-03-31	$522,937	2,218	-1.9%	Shares	Sole	2021-04-14
2020-12-31	$502,891	2,261	+4.3%	Shares	Sole	2021-01-14
2020-09-30	$455,785	2,167	+1.5%	Shares	Sole	2020-10-07
2020-06-30	$434,697	2,136	-11.7%	Shares	Sole	2020-07-31
2020-03-31	$381,500	2,419	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.